Stelac Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Stelac Advisory 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
2023 Q3	–	Sell	-3,629	Closed	-$797K	–	106
2023 Q2	$797K	Sell	3,629 -200	-5%	-$41.6K	0.36%	50
2023 Q1	$733K	Hold	3,829	–	–	0.32%	51
2022 Q4	$722K	Buy	3,829 +230	+6%	+$43K	0.33%	50
2022 Q3	$616K	Buy	+3,599	New	+$639K	0.28%	53

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stelac Advisory Services's AJG Position: Q3 2023 in Review

Stelac Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q3 2023, closing a stake of 3,629 shares — an estimated $797K sold.

Stelac Advisory Services first reported a position in AJG in Q3 2022 and held it in 4 quarters. The position peaked at $797K in Q2 2023. 996 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

Stelac Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 3,629 Arthur J. Gallagher & Co shares in Q3 2023, an estimated $797K.
Stelac Advisory Services first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 4 quarters.
Stelac Advisory Services's Arthur J. Gallagher & Co position peaked at $797K in Q2 2023.
996 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.