SWP
AJG icon

ShoreHaven Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-147
Closed -$18K – 63
2021
Q1 		$18K Buy
+147
New +$17.7K 0.01% 175

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's AJG Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q2 2021, closing a stake of 147 shares — an estimated $18K sold.

ShoreHaven Wealth Partners first reported a position in AJG in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 777 funds tracked by Wall St. Rank hold AJG as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 147 Arthur J. Gallagher & Co shares in Q2 2021, an estimated $18K.
  • ShoreHaven Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Arthur J. Gallagher & Co position peaked at $18K in Q1 2021.
  • 777 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.