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

WealthStone’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 Q3	–	Sell	-7	Closed	-$613	–	66
2019 Q2	$613	Buy	+7	New	+$584	﹤0.01%	788

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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 $17.1B AUM 15.7% 1-Year Est. Return

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

WealthStone's AJG Position: Q3 2019 in Review

WealthStone sold out of Arthur J. Gallagher & Co (AJG) in Q3 2019, closing a stake of 7 shares — an estimated $613 sold.

WealthStone first reported a position in AJG in Q2 2019 and held it in 1 quarter. The position peaked at $613 in Q2 2019. 642 funds tracked by Wall St. Rank hold AJG as of Q3 2019.

WealthStone reported no remaining Arthur J. Gallagher & Co position as of Q3 2019 after selling out during the quarter.
WealthStone sold 7 Arthur J. Gallagher & Co shares in Q3 2019, an estimated $613.
WealthStone first reported a position in Arthur J. Gallagher & Co in Q2 2019 and held it in 1 quarter.
WealthStone's Arthur J. Gallagher & Co position peaked at $613 in Q2 2019.
642 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.