TCWP’s Arthur J. Gallagher & Co AJG Stock Holding History

TCWP’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	-33	Closed	-$5K	–	304
2022 Q1	$5K	Buy	+33	New	+$5.26K	﹤0.01%	1042

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

TCWP's AJG Position: Q2 2022 in Review

TCWP sold out of Arthur J. Gallagher & Co (AJG) in Q2 2022, closing a stake of 33 shares — an estimated $5K sold.

TCWP first reported a position in AJG in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

TCWP reported no remaining Arthur J. Gallagher & Co position as of Q2 2022 after selling out during the quarter.
TCWP sold 33 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $5K.
TCWP first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 1 quarter.
TCWP's Arthur J. Gallagher & Co position peaked at $5K in Q1 2022.
821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.