Tarbox Family Office’s Arthur J. Gallagher & Co AJG Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-41	Closed	-$7K	–	140
2022 Q1	$7K	Sell	41 -7	-15%	-$1.12K	﹤0.01%	428
2021 Q4	$8K	Buy	48 +7	+17%	+$1.14K	﹤0.01%	485
2021 Q3	$6K	Hold	41	–	–	﹤0.01%	581
2021 Q2	$6K	Hold	41	–	–	﹤0.01%	574
2021 Q1	$5K	Hold	41	–	–	﹤0.01%	542
2020 Q4	$5K	Hold	41	–	–	﹤0.01%	506
2020 Q3	$4K	Hold	41	–	–	﹤0.01%	509
2020 Q2	$4K	Sell	41 -22	-35%	-$1.95K	﹤0.01%	505
2020 Q1	$5K	Buy	63 +27	+75%	+$2.59K	﹤0.01%	407
2019 Q4	$3K	Hold	36	–	–	﹤0.01%	625
2019 Q3	$3K	Hold	36	–	–	﹤0.01%	560
2019 Q2	$3K	Buy	+36	New	+$3K	﹤0.01%	558

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tarbox Family Office's AJG Position: Q2 2022 in Review

Tarbox Family Office sold out of Arthur J. Gallagher & Co (AJG) in Q2 2022, closing a stake of 41 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in AJG in Q2 2019 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

Tarbox Family Office reported no remaining Arthur J. Gallagher & Co position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 41 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $7K.
Tarbox Family Office first reported a position in Arthur J. Gallagher & Co in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Arthur J. Gallagher & Co position peaked at $8K in Q4 2021.
821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.