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

Whitney & Co’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 Q4	–	Sell	-53	Closed	-$4K	–	125
2018 Q3	$4K	Buy	+53	New	+$3.8K	﹤0.01%	408

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Whitney & Co's AJG Position: Q4 2018 in Review

Whitney & Co sold out of Arthur J. Gallagher & Co (AJG) in Q4 2018, closing a stake of 53 shares — an estimated $4K sold.

Whitney & Co first reported a position in AJG in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 601 funds tracked by Wall St. Rank hold AJG as of Q4 2018.

Whitney & Co reported no remaining Arthur J. Gallagher & Co position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 53 Arthur J. Gallagher & Co shares in Q4 2018, an estimated $4K.
Whitney & Co first reported a position in Arthur J. Gallagher & Co in Q3 2018 and held it in 1 quarter.
Whitney & Co's Arthur J. Gallagher & Co position peaked at $4K in Q3 2018.
601 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.