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YorkBridge Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

YorkBridge Wealth Partners’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
-1,439
Closed -$126K – 184
2019
Q2 		$126K Buy
1,439
+23
+2% +$1.92K 0.06% 254
2019
Q1 		$111K Buy
1,416
+155
+12% +$11.9K 0.05% 258
2018
Q4 		$93K Buy
+1,261
New +$94.1K 0.05% 256

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's AJG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2019, closing a stake of 1,439 shares — an estimated $126K sold.

YorkBridge Wealth Partners first reported a position in AJG in Q4 2018 and held it in 3 quarters. The position peaked at $126K in Q2 2019. 642 funds tracked by Wall St. Rank hold AJG as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,439 Arthur J. Gallagher & Co shares in Q3 2019, an estimated $126K.
  • YorkBridge Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Arthur J. Gallagher & Co position peaked at $126K in Q2 2019.
  • 642 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.