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Sterling Investment Advisors (Pennsylvania)’s Arthur J. Gallagher & Co AJG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q3 		– Sell
-7
Closed -$1K – 566
2021
Q2 		$1K Buy
+7
New +$989 ﹤0.01% 513

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AJG Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Arthur J. Gallagher & Co (AJG) in Q3 2021, closing a stake of 7 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AJG in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 773 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Arthur J. Gallagher & Co position as of Q3 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 7 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Arthur J. Gallagher & Co position peaked at $1K in Q2 2021.
  • 773 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.