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Sugarloaf Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Sugarloaf Wealth Management’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 		– Sell
-19
Closed -$3.58K – 707
2022
Q4 		$3.58K Buy
+19
New +$3.55K ﹤0.01% 617

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sugarloaf Wealth Management's AJG Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2023, closing a stake of 19 shares — an estimated $3.58K sold.

Sugarloaf Wealth Management first reported a position in AJG in Q4 2022 and held it in 1 quarter. The position peaked at $3.58K in Q4 2022. 946 funds tracked by Wall St. Rank hold AJG as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 19 Arthur J. Gallagher & Co shares in Q1 2023, an estimated $3.58K.
  • Sugarloaf Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Arthur J. Gallagher & Co position peaked at $3.58K in Q4 2022.
  • 946 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.