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Safeguard Investment Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Safeguard Investment Advisory Group’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-36
Closed -$4K – 97
2020
Q4 		$4K Buy
+36
New +$4.1K ﹤0.01% 550

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Safeguard Investment Advisory Group's AJG Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2021, closing a stake of 36 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in AJG in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 731 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 36 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Arthur J. Gallagher & Co position peaked at $4K in Q4 2020.
  • 731 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.