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

VitalStone Financial’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
2024 Q3	$125K	Sell	446 -29	-6%	-$8.18K	0.09%	128
2024 Q2	$123K	Buy	475 +31	+7%	+$7.69K	0.09%	131
2024 Q1	$111K	Sell	444 -31	-7%	-$7.45K	0.08%	127
2023 Q4	$107K	Buy	475 +32	+7%	+$7.58K	0.09%	118
2023 Q3	$110K	Buy	443 +219	+98%	+$49K	0.09%	98
2023 Q2	$43K	Buy	+224	New	+$46.6K	0.02%	372
2023 Q1	–	Sell	-224	Closed	-$42K	–	376
2022 Q4	$42K	Buy	+224	New	+$41.9K	0.03%	181

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

VitalStone Financial's AJG Position: Q3 2024 in Review

VitalStone Financial reduced its Arthur J. Gallagher & Co (AJG) stake by 6.1% in Q3 2024, selling an estimated $8.18K and leaving 446 shares worth $125K. The position accounts for 0.09% of the portfolio, ranked #128.

VitalStone Financial first reported a position in AJG in Q4 2022 and has held it in 7 quarters since. 1,200 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

VitalStone Financial held 446 shares of Arthur J. Gallagher & Co worth $125K as of Q3 2024.
VitalStone Financial sold 29 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $8.18K.
Arthur J. Gallagher & Co made up 0.09% of VitalStone Financial's portfolio in Q3 2024, its #128 holding.
VitalStone Financial first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 7 quarters since.
1,200 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.