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

Wealthfront’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
2018
Q3 		$596K Buy
8,000
+1,482
+23% +$106K 0.01% 353
2018
Q2 		$425K Sell
6,518
-1,421
-18% -$96.2K ﹤0.01% 388
2018
Q1 		$546K Buy
7,939
+1,275
+19% +$86K 0.01% 369
2017
Q4 		$422K Buy
6,664
+1,523
+30% +$97.3K ﹤0.01% 383
2017
Q3 		$316K Buy
+5,141
New +$302K ﹤0.01% 409
2015
Q4 		– Sell
-331
Closed -$14K – 320
2015
Q3 		$14K Sell
331
-268
-45% -$12.2K ﹤0.01% 847
2015
Q2 		$28K Buy
599
+416
+227% +$20K ﹤0.01% 569
2015
Q1 		$9K Buy
183
+181
+9,050% +$8.45K ﹤0.01% 652
2014
Q4 		$0 Buy
+2
New +$94 ﹤0.01% 664

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's AJG Position: Q3 2018 in Review

Wealthfront increased its Arthur J. Gallagher & Co (AJG) stake by 23% in Q3 2018, buying an estimated $106K and bringing the position to 8,000 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #353.

Wealthfront first reported a position in AJG in Q4 2014 and has held it in 9 quarters since. 595 funds tracked by Wall St. Rank hold AJG as of Q3 2018.

  • Wealthfront held 8,000 shares of Arthur J. Gallagher & Co worth $596K as of Q3 2018.
  • Wealthfront bought 1,482 Arthur J. Gallagher & Co shares in Q3 2018, an estimated $106K.
  • Arthur J. Gallagher & Co made up 0.01% of Wealthfront's portfolio in Q3 2018, its #353 holding.
  • Wealthfront first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 9 quarters since.
  • 595 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.