Selective Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-386	Closed	-$66K	–	148
2022 Q3	$66K	Hold	386	–	–	0.03%	258
2022 Q2	$63K	Hold	386	–	–	0.02%	283
2022 Q1	$67K	Buy	386 +36	+10%	+$5.74K	0.02%	256
2021 Q4	$59K	Hold	350	–	–	0.02%	249
2021 Q3	$52K	Buy	+350	New	+$50.1K	0.03%	244

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's AJG Position: Q4 2022 in Review

Selective Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2022, closing a stake of 386 shares — an estimated $66K sold.

Selective Wealth Management first reported a position in AJG in Q3 2021 and held it in 5 quarters. The position peaked at $67K in Q1 2022. 919 funds tracked by Wall St. Rank hold AJG as of Q4 2022.

Selective Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 386 Arthur J. Gallagher & Co shares in Q4 2022, an estimated $66K.
Selective Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's Arthur J. Gallagher & Co position peaked at $67K in Q1 2022.
919 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.