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

WealthOne’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 Q1	–	Sell	-30	Closed	-$2K	–	93
2018 Q4	$2K	Buy	+30	New	+$2.24K	﹤0.01%	552

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthOne's AJG Position: Q1 2019 in Review

WealthOne sold out of Arthur J. Gallagher & Co (AJG) in Q1 2019, closing a stake of 30 shares — an estimated $2K sold.

WealthOne first reported a position in AJG in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 672 funds tracked by Wall St. Rank hold AJG as of Q1 2019.

WealthOne reported no remaining Arthur J. Gallagher & Co position as of Q1 2019 after selling out during the quarter.
WealthOne sold 30 Arthur J. Gallagher & Co shares in Q1 2019, an estimated $2K.
WealthOne first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 1 quarter.
WealthOne's Arthur J. Gallagher & Co position peaked at $2K in Q4 2018.
672 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.