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

Westover 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
2021
Q1 		– Sell
-1,800
Closed -$223K – 166
2020
Q4 		$223K Buy
+1,800
New +$205K 0.08% 140

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Baillie Gifford & Co
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JP Morgan Chase
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westover Capital Advisors's AJG Position: Q1 2021 in Review

Westover Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2021, closing a stake of 1,800 shares — an estimated $223K sold.

Westover Capital Advisors first reported a position in AJG in Q4 2020 and held it in 1 quarter. The position peaked at $223K in Q4 2020. 730 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

  • Westover Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2021 after selling out during the quarter.
  • Westover Capital Advisors sold 1,800 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $223K.
  • Westover Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 1 quarter.
  • Westover Capital Advisors's Arthur J. Gallagher & Co position peaked at $223K in Q4 2020.
  • 730 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on Westover Capital Advisors's 13F filing for Q1 2021, filed 18 May 2021.