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

WESPAC 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
2022 Q2	–	Sell	-4,546	Closed	-$794K	–	89
2022 Q1	$794K	Sell	4,546 -1,781	-28%	-$284K	0.86%	52
2021 Q4	$1.07M	Sell	6,327 -406	-6%	-$66.3K	0.72%	64
2021 Q3	$1M	Buy	6,733 +4,781	+245%	+$684K	0.62%	65
2021 Q2	$273K	Sell	1,952 -5,063	-72%	-$715K	0.52%	76
2021 Q1	$875K	Sell	7,015 -230	-3%	-$27.8K	0.65%	62
2020 Q4	$896K	Buy	7,245 +301	+4%	+$34.3K	0.69%	58
2020 Q3	$733K	Sell	6,944 -11,253	-62%	-$1.17M	0.91%	47
2020 Q2	$1.77M	Buy	+18,197	New	+$1.61M	2.01%	9

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

WESPAC Advisors's AJG Position: Q2 2022 in Review

WESPAC Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2022, closing a stake of 4,546 shares — an estimated $794K sold.

WESPAC Advisors first reported a position in AJG in Q2 2020 and held it in 8 quarters. The position peaked at $1.77M in Q2 2020. 821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

WESPAC Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2022 after selling out during the quarter.
WESPAC Advisors sold 4,546 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $794K.
WESPAC Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2020 and held it in 8 quarters.
WESPAC Advisors's Arthur J. Gallagher & Co position peaked at $1.77M in Q2 2020.
821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on WESPAC Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.