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Woodmont Investment Counsel’s Arthur J. Gallagher & Co AJG Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-944
Closed -$236K – 250
2024
Q1 		$236K Buy
+944
New +$227K 0.02% 242

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Woodmont Investment Counsel's AJG Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 944 shares — an estimated $236K sold.

Woodmont Investment Counsel first reported a position in AJG in Q1 2024 and held it in 1 quarter. The position peaked at $236K in Q1 2024. 1,149 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 944 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $236K.
  • Woodmont Investment Counsel first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Arthur J. Gallagher & Co position peaked at $236K in Q1 2024.
  • 1,149 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.