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Stoneridge Investment Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Stoneridge Investment Partners’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
2016
Q3 		– Sell
-40,892
Closed -$1.95M – 264
2016
Q2 		$1.95M Buy
+40,892
New +$1.9M 0.29% 107

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stoneridge Investment Partners's AJG Position: Q3 2016 in Review

Stoneridge Investment Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2016, closing a stake of 40,892 shares — an estimated $1.95M sold.

Stoneridge Investment Partners first reported a position in AJG in Q2 2016 and held it in 1 quarter. The position peaked at $1.95M in Q2 2016. 471 funds tracked by Wall St. Rank hold AJG as of Q3 2016.

  • Stoneridge Investment Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 40,892 Arthur J. Gallagher & Co shares in Q3 2016, an estimated $1.95M.
  • Stoneridge Investment Partners first reported a position in Arthur J. Gallagher & Co in Q2 2016 and held it in 1 quarter.
  • Stoneridge Investment Partners's Arthur J. Gallagher & Co position peaked at $1.95M in Q2 2016.
  • 471 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2016.

Based on Stoneridge Investment Partners's 13F filing for Q3 2016, filed 28 Oct 2016.