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Tevis Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Tevis Investment Management’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
Q4 		– Sell
-491
Closed -$84K – 87
2022
Q3 		$84K Buy
491
+69
+16% +$12.2K 0.08% 143
2022
Q2 		$69K Buy
422
+40
+10% +$6.64K 0.07% 156
2022
Q1 		$67K Buy
382
+166
+77% +$26.5K 0.06% 172
2021
Q4 		$37K Buy
+216
New +$35.3K 0.03% 240

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tevis Investment Management's AJG Position: Q4 2022 in Review

Tevis Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2022, closing a stake of 491 shares — an estimated $84K sold.

Tevis Investment Management first reported a position in AJG in Q4 2021 and held it in 4 quarters. The position peaked at $84K in Q3 2022. 919 funds tracked by Wall St. Rank hold AJG as of Q4 2022.

  • Tevis Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 491 Arthur J. Gallagher & Co shares in Q4 2022, an estimated $84K.
  • Tevis Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Arthur J. Gallagher & Co position peaked at $84K in Q3 2022.
  • 919 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.