Simplicity Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Simplicity Solutions’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
2023 Q4	$1.56M	Buy	6,918 +324	+5%	+$76.7K	0.04%	351
2023 Q3	$1.5M	Sell	6,594 -1,238	-16%	-$277K	0.05%	335
2023 Q2	$1.72M	Sell	7,832 -48	-0.6%	-$9.99K	0.05%	350
2023 Q1	$1.51M	Buy	7,880 +2,820	+56%	+$535K	0.04%	385
2022 Q4	$954K	Buy	5,060 +1,073	+27%	+$201K	0.13%	197
2022 Q3	$683K	Sell	3,987 -324	-8%	-$57.5K	0.1%	251
2022 Q2	$703K	Buy	4,311 +1,151	+36%	+$191K	0.09%	237
2022 Q1	$552K	Sell	3,160 -2,708	-46%	-$432K	0.07%	291
2021 Q4	$996K	Buy	5,868 +3,376	+135%	+$552K	0.11%	219
2021 Q3	$370K	Buy	2,492 +616	+33%	+$88.1K	0.06%	346
2021 Q2	$263K	Buy	+1,876	New	+$265K	0.05%	424
2017 Q3	–	Sell	-18,900	Closed	-$1.08M	–	213
2017 Q2	$1.08M	Buy	18,900 +769	+4%	+$43.5K	0.13%	138
2017 Q1	$1.02M	Buy	18,131 +1,729	+11%	+$95.3K	0.16%	136
2016 Q4	$852K	Buy	+16,402	New	+$825K	0.2%	122

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Simplicity Solutions's AJG Position: Q4 2023 in Review

Simplicity Solutions increased its Arthur J. Gallagher & Co (AJG) stake by 4.9% in Q4 2023, buying an estimated $76.7K and bringing the position to 6,918 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #351.

Simplicity Solutions first reported a position in AJG in Q4 2016 and has held it in 14 quarters since. The position peaked at $1.72M in Q2 2023. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Simplicity Solutions held 6,918 shares of Arthur J. Gallagher & Co worth $1.56M as of Q4 2023.
Simplicity Solutions bought 324 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $76.7K.
Arthur J. Gallagher & Co made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #351 holding.
Simplicity Solutions first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 14 quarters since.
Simplicity Solutions's Arthur J. Gallagher & Co position peaked at $1.72M in Q2 2023.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.