Stonnington Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Stonnington Group’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 Q1	$817K	Sell	4,093 -417	-9%	-$79.1K	0.21%	106
2022 Q4	$869K	Buy	4,510 +1,150	+34%	+$215K	0.24%	94
2022 Q3	$598K	Buy	3,360 +1,360	+68%	+$241K	0.17%	114
2022 Q2	$335K	Sell	2,000 -100	-5%	-$16.6K	0.09%	174
2022 Q1	$385K	Hold	2,100	–	–	0.09%	176
2021 Q4	$344K	Hold	2,100	–	–	0.07%	197
2021 Q3	$327K	Hold	2,100	–	–	0.07%	200
2021 Q2	$292K	Hold	2,100	–	–	0.06%	227
2021 Q1	$302K	Buy	+2,100	New	+$253K	0.07%	208

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Stonnington Group's AJG Position: Q1 2023 in Review

Stonnington Group reduced its Arthur J. Gallagher & Co (AJG) stake by 9.2% in Q1 2023, selling an estimated $79.1K and leaving 4,093 shares worth $817K. The position accounts for 0.21% of the portfolio, ranked #106.

Stonnington Group first reported a position in AJG in Q1 2021 and has held it in 9 quarters since. The position peaked at $869K in Q4 2022. 946 funds tracked by Wall St. Rank hold AJG as of Q1 2023.

Stonnington Group held 4,093 shares of Arthur J. Gallagher & Co worth $817K as of Q1 2023.
Stonnington Group sold 417 Arthur J. Gallagher & Co shares in Q1 2023, an estimated $79.1K.
Arthur J. Gallagher & Co made up 0.21% of Stonnington Group's portfolio in Q1 2023, its #106 holding.
Stonnington Group first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 9 quarters since.
Stonnington Group's Arthur J. Gallagher & Co position peaked at $869K in Q4 2022.
946 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.