WCA
AJG icon

Waratah Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Waratah Capital Advisors’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
2020
Q1 		– Sell
-18,100
Closed -$2K – 82
2019
Q4 		$2K Buy
18,100
+1,000
+6% +$91.6K ﹤0.01% 143
2019
Q3 		$30K Buy
+17,100
New +$1.54M ﹤0.01% 155

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Waratah Capital Advisors's AJG Position: Q2 2016 in Review

Waratah Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2016, closing a stake of 27,080 shares — an estimated $1.21M sold.

Waratah Capital Advisors first reported a position in AJG in Q1 2016 and held it in 1 quarter. The position peaked at $1.21M in Q1 2016. 481 funds tracked by Wall St. Rank hold AJG as of Q2 2016.

  • Waratah Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2016 after selling out during the quarter.
  • Waratah Capital Advisors sold 27,080 Arthur J. Gallagher & Co shares in Q2 2016, an estimated $1.21M.
  • Waratah Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2016 and held it in 1 quarter.
  • Waratah Capital Advisors's Arthur J. Gallagher & Co position peaked at $1.21M in Q1 2016.
  • 481 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2016.

Based on Waratah Capital Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.