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TrustCore Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

TrustCore Financial Services’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
2019
Q4 		– Sell
-15
Closed -$1K – 888
2019
Q3 		$1K Buy
+15
New +$1.35K ﹤0.01% 892

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State Street
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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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

TrustCore Financial Services's AJG Position: Q4 2019 in Review

TrustCore Financial Services sold out of Arthur J. Gallagher & Co (AJG) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in AJG in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 674 funds tracked by Wall St. Rank hold AJG as of Q4 2019.

  • TrustCore Financial Services reported no remaining Arthur J. Gallagher & Co position as of Q4 2019 after selling out during the quarter.
  • TrustCore Financial Services sold 15 Arthur J. Gallagher & Co shares in Q4 2019, an estimated $1K.
  • TrustCore Financial Services first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 1 quarter.
  • TrustCore Financial Services's Arthur J. Gallagher & Co position peaked at $1K in Q3 2019.
  • 674 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2019.

Based on TrustCore Financial Services's 13F filing for Q4 2019, filed 30 Jan 2020.