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

Zeke 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	-1,769	Closed	-$219K	–	306
2020 Q4	$219K	Sell	1,769 -185	-9%	-$21.1K	0.02%	260
2020 Q3	$206K	Sell	1,954 -339	-15%	-$35.2K	0.02%	212
2020 Q2	$224K	Buy	+2,293	New	+$203K	0.04%	172
2020 Q1	–	Sell	-13,702	Closed	-$1.3M	–	242
2019 Q4	$1.3M	Sell	13,702 -922	-6%	-$84.4K	0.11%	159
2019 Q3	$1.31M	Sell	14,624 -514	-3%	-$46.2K	0.12%	147
2019 Q2	$1.33M	Hold	15,138	–	–	0.12%	142
2019 Q1	$1.18M	Sell	15,138 -15,268	-50%	-$1.18M	0.11%	157
2018 Q4	$2.24M	Sell	30,406 -972	-3%	-$72.6K	0.21%	85
2018 Q3	$2.34M	Buy	31,378 +25,768	+459%	+$1.85M	0.19%	83
2018 Q2	$366K	Buy	5,610 +150	+3%	+$10.2K	0.03%	361
2018 Q1	$375K	Hold	5,460	–	–	0.03%	396
2017 Q4	$346K	Hold	5,460	–	–	0.04%	363
2017 Q3	$336K	Buy	+5,460	New	+$321K	0.05%	302

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

Zeke Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2021, closing a stake of 1,769 shares — an estimated $219K sold.

Zeke Capital Advisors first reported a position in AJG in Q3 2017 and held it in 13 quarters. The position peaked at $2.34M in Q3 2018. 730 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

Zeke Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2021 after selling out during the quarter.
Zeke Capital Advisors sold 1,769 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $219K.
Zeke Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2017 and held it in 13 quarters.
Zeke Capital Advisors's Arthur J. Gallagher & Co position peaked at $2.34M in Q3 2018.
730 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on Zeke Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.