Sutton Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Sutton Wealth Advisors’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 Q3	$7.52K	Buy	33 +11	+50%	+$2.46K	﹤0.01%	520
2023 Q2	$4.83K	Hold	22	–	–	﹤0.01%	573
2023 Q1	$4.21K	Sell	22 -5	-19%	-$949	﹤0.01%	542
2022 Q4	$5.09K	Hold	27	–	–	﹤0.01%	1096
2022 Q3	$4.62K	Hold	27	–	–	﹤0.01%	1085
2022 Q2	$4.4K	Buy	27 +5	+23%	+$830	﹤0.01%	1082
2022 Q1	$3.84K	Buy	22 +13	+144%	+$2.07K	﹤0.01%	1114
2021 Q4	$1.53K	Hold	9	–	–	﹤0.01%	1240
2021 Q3	$1.34K	Buy	9 +2	+29%	+$286	﹤0.01%	1221
2021 Q2	$981	Hold	7	–	–	﹤0.01%	1232
2021 Q1	$873	Sell	7 -7	-50%	-$845	﹤0.01%	1207
2020 Q4	$1.73K	Buy	14 +9	+180%	+$1.02K	﹤0.01%	1125
2020 Q3	$528	Hold	5	–	–	﹤0.01%	1178
2020 Q2	$487	Buy	+5	New	+$443	﹤0.01%	1164
2016 Q4	–	Sell	-1,478	Closed	-$75.2K	–	1059
2016 Q3	$75.2K	Hold	1,478	–	–	0.07%	203
2016 Q2	$70.4K	Hold	1,478	–	–	0.07%	205
2016 Q1	$65.7K	Buy	+1,478	New	+$59K	0.06%	212

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sutton Wealth Advisors's AJG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 50% in Q3 2023, buying an estimated $2.46K and bringing the position to 33 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Sutton Wealth Advisors first reported a position in AJG in Q1 2016 and has held it in 17 quarters since. The position peaked at $75.2K in Q3 2016. 997 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

Sutton Wealth Advisors held 33 shares of Arthur J. Gallagher & Co worth $7.52K as of Q3 2023.
Sutton Wealth Advisors bought 11 Arthur J. Gallagher & Co shares in Q3 2023, an estimated $2.46K.
Arthur J. Gallagher & Co made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #520 holding.
Sutton Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2016 and has held it in 17 quarters since.
Sutton Wealth Advisors's Arthur J. Gallagher & Co position peaked at $75.2K in Q3 2016.
997 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.