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

Simplicity Wealth’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
Q3 		– Sell
-6,469
Closed -$1.68M – 511
2024
Q2 		$1.68M Buy
6,469
+49
+0.8% +$12.2K 0.04% 386
2024
Q1 		$1.61M Buy
+6,420
New +$1.54M 0.04% 395

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Wealth's AJG Position: Q3 2024 in Review

Simplicity Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 6,469 shares — an estimated $1.68M sold.

Simplicity Wealth first reported a position in AJG in Q1 2024 and held it in 2 quarters. The position peaked at $1.68M in Q2 2024. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

  • Simplicity Wealth reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,469 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $1.68M.
  • Simplicity Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Arthur J. Gallagher & Co position peaked at $1.68M in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.