SevenBridge Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-70	Closed	-$6K	–	155
2019 Q2	$6K	Hold	70	–	–	﹤0.01%	496
2019 Q1	$5K	Hold	70	–	–	﹤0.01%	476
2018 Q4	$5K	Hold	70	–	–	﹤0.01%	431
2018 Q3	$5K	Hold	70	–	–	﹤0.01%	478
2018 Q2	$5K	Hold	70	–	–	﹤0.01%	482
2018 Q1	$5K	Hold	70	–	–	﹤0.01%	491
2017 Q4	$4K	Hold	70	–	–	﹤0.01%	526
2017 Q3	$4K	Hold	70	–	–	﹤0.01%	527
2017 Q2	$4K	Hold	70	–	–	﹤0.01%	536
2017 Q1	$4K	Hold	70	–	–	﹤0.01%	521
2016 Q4	$4K	Hold	70	–	–	﹤0.01%	532
2016 Q3	$4K	Hold	70	–	–	﹤0.01%	521
2016 Q2	$3K	Buy	+70	New	+$3.25K	﹤0.01%	644

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SevenBridge Financial Group's AJG Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2019, closing a stake of 70 shares — an estimated $6K sold.

SevenBridge Financial Group first reported a position in AJG in Q2 2016 and held it in 13 quarters. The position peaked at $6K in Q2 2019. 643 funds tracked by Wall St. Rank hold AJG as of Q3 2019.

SevenBridge Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 70 Arthur J. Gallagher & Co shares in Q3 2019, an estimated $6K.
SevenBridge Financial Group first reported a position in Arthur J. Gallagher & Co in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Arthur J. Gallagher & Co position peaked at $6K in Q2 2019.
643 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.