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Silver Oak Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Silver Oak Securities’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
2024
Q1 		– Sell
-1,984
Closed -$446K – 483
2023
Q4 		$446K Buy
+1,984
New +$470K 0.06% 298

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Silver Oak Securities's AJG Position: Q1 2024 in Review

Silver Oak Securities sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 1,984 shares — an estimated $446K sold.

Silver Oak Securities first reported a position in AJG in Q4 2023 and held it in 1 quarter. The position peaked at $446K in Q4 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

  • Silver Oak Securities reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
  • Silver Oak Securities sold 1,984 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $446K.
  • Silver Oak Securities first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 1 quarter.
  • Silver Oak Securities's Arthur J. Gallagher & Co position peaked at $446K in Q4 2023.
  • 1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.