Shine Investment Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$26K	Hold	250	–	–	0.01%	406
2020 Q2	$24K	Hold	250	–	–	0.01%	430
2020 Q1	$20K	Hold	250	–	–	0.01%	419
2019 Q4	$24K	Hold	250	–	–	0.01%	454
2019 Q3	$22K	Hold	250	–	–	0.01%	444
2019 Q2	$22K	Sell	250 -1,000	-80%	-$83.4K	0.01%	438
2019 Q1	$98K	Hold	1,250	–	–	0.05%	189
2018 Q4	$92K	Hold	1,250	–	–	0.05%	178
2018 Q3	$93K	Hold	1,250	–	–	0.05%	195
2018 Q2	$82K	Hold	1,250	–	–	0.04%	217
2018 Q1	$86K	Hold	1,250	–	–	0.05%	195
2017 Q4	$79K	Hold	1,250	–	–	0.04%	218
2017 Q3	$77K	Buy	1,250 +1,000	+400%	+$58.8K	0.04%	211
2017 Q2	$14K	Buy	+250	New	+$14.1K	0.01%	479

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

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Shine Investment Advisory Services's AJG Position: Q3 2020 in Review

Shine Investment Advisory Services held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2020 at 250 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #406.

Shine Investment Advisory Services first reported a position in AJG in Q2 2017 and has held it in 14 quarters since. The position peaked at $98K in Q1 2019. 694 funds tracked by Wall St. Rank hold AJG as of Q3 2020.

Shine Investment Advisory Services held 250 shares of Arthur J. Gallagher & Co worth $26K as of Q3 2020.
Shine Investment Advisory Services left its Arthur J. Gallagher & Co share count unchanged in Q3 2020.
Arthur J. Gallagher & Co made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #406 holding.
Shine Investment Advisory Services first reported a position in Arthur J. Gallagher & Co in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Arthur J. Gallagher & Co position peaked at $98K in Q1 2019.
694 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.