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Your Advocates Ltd’s Arthur J. Gallagher & Co AJG Stock Holding History

Your Advocates Ltd’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
2023
Q3 		– Sell
-75
Closed -$16.5K – 303
2023
Q2 		$16.5K Hold
75
– – 0.01% 104
2023
Q1 		$14.3K Buy
+75
New +$14.2K 0.01% 83

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Your Advocates Ltd's AJG Position: Q3 2023 in Review

Your Advocates Ltd sold out of Arthur J. Gallagher & Co (AJG) in Q3 2023, closing a stake of 75 shares — an estimated $16.5K sold.

Your Advocates Ltd first reported a position in AJG in Q1 2023 and held it in 2 quarters. The position peaked at $16.5K in Q2 2023. 996 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

  • Your Advocates Ltd reported no remaining Arthur J. Gallagher & Co position as of Q3 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 75 Arthur J. Gallagher & Co shares in Q3 2023, an estimated $16.5K.
  • Your Advocates Ltd first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 2 quarters.
  • Your Advocates Ltd's Arthur J. Gallagher & Co position peaked at $16.5K in Q2 2023.
  • 996 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.