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Squar Milner Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-87
Closed -$7K – 229
2020
Q1 		$7K Buy
87
+5
+6% +$479 ﹤0.01% 566
2019
Q4 		$7K Buy
+82
New +$7.51K ﹤0.01% 609

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's AJG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Arthur J. Gallagher & Co (AJG) in Q2 2020, closing a stake of 87 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in AJG in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 665 funds tracked by Wall St. Rank hold AJG as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Arthur J. Gallagher & Co position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 87 Arthur J. Gallagher & Co shares in Q2 2020, an estimated $7K.
  • Squar Milner Financial Services first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Arthur J. Gallagher & Co position peaked at $7K in Q1 2020.
  • 665 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.