TIAM2
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Tru Independence Asset Management 2’s Arthur J. Gallagher & Co AJG Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-13
Closed -$2K – 113
2020
Q4 		$2K Buy
+13
New +$1.48K ﹤0.01% 393

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Tru Independence Asset Management 2's AJG Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Arthur J. Gallagher & Co (AJG) in Q1 2021, closing a stake of 13 shares — an estimated $2K sold.

Tru Independence Asset Management 2 first reported a position in AJG in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 730 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Arthur J. Gallagher & Co position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 13 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $2K.
  • Tru Independence Asset Management 2 first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Arthur J. Gallagher & Co position peaked at $2K in Q4 2020.
  • 730 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.