SLF
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Sun Life Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-115
Closed -$14K – 98
2021
Q1 		$14K Buy
115
+1
+0.9% +$121 ﹤0.01% 325
2020
Q4 		$14K Sell
114
-1
-0.9% -$114 ﹤0.01% 306
2020
Q3 		$12K Buy
115
+3
+3% +$311 ﹤0.01% 316
2020
Q2 		$11K Buy
112
+1
+0.9% +$89 ﹤0.01% 281
2020
Q1 		$9K Buy
111
+1
+0.9% +$96 ﹤0.01% 274
2019
Q4 		$10K Sell
110
-41
-27% -$3.75K ﹤0.01% 309
2019
Q3 		$14K Buy
151
+2
+1% +$180 ﹤0.01% 450
2019
Q2 		$13K Sell
149
-163
-52% -$13.6K ﹤0.01% 451
2019
Q1 		$24K Sell
312
-191
-38% -$14.7K 0.01% 462
2018
Q4 		$37K Buy
503
+1
+0.2% +$75 0.01% 441
2018
Q3 		$37K Buy
502
+8
+2% +$574 0.01% 506
2018
Q2 		$32K Buy
494
+437
+767% +$29.6K ﹤0.01% 522
2018
Q1 		$826 Sell
57
-337
-86% -$22.7K 0.01% 341
2017
Q4 		$25K Sell
394
-934
-70% -$59.7K ﹤0.01% 394
2017
Q3 		$82K Buy
1,328
+17
+1% +$1K 0.01% 381
2017
Q2 		$75K Buy
1,311
+1,306
+26,120% +$73.8K 0.01% 394
2017
Q1 		$96 Hold
5
– – ﹤0.01% 400
2016
Q4 		$95 Buy
+5
New +$251 ﹤0.01% 359

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 $97.9B AUM 20.73% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return