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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 Buy
+5
New +$276 ﹤0.01% 400

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Life Financial's AJG Position: Q2 2021 in Review

Sun Life Financial sold out of Arthur J. Gallagher & Co (AJG) in Q2 2021, closing a stake of 115 shares — an estimated $14K sold.

Sun Life Financial first reported a position in AJG in Q1 2017 and held it in 17 quarters. The position peaked at $82K in Q3 2017. 777 funds tracked by Wall St. Rank hold AJG as of Q2 2021.

  • Sun Life Financial reported no remaining Arthur J. Gallagher & Co position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 115 Arthur J. Gallagher & Co shares in Q2 2021, an estimated $14K.
  • Sun Life Financial first reported a position in Arthur J. Gallagher & Co in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Arthur J. Gallagher & Co position peaked at $82K in Q3 2017.
  • 777 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.