ZAM
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Zevin Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Zevin Asset Management’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
Q1 		– Sell
-15,370
Closed -$973K – 119
2017
Q4 		$973K Buy
+15,370
New +$982K 0.22% 69

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zevin Asset Management's AJG Position: Q1 2018 in Review

Zevin Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2018, closing a stake of 15,370 shares — an estimated $973K sold.

Zevin Asset Management first reported a position in AJG in Q4 2017 and held it in 1 quarter. The position peaked at $973K in Q4 2017. 603 funds tracked by Wall St. Rank hold AJG as of Q1 2018.

  • Zevin Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2018 after selling out during the quarter.
  • Zevin Asset Management sold 15,370 Arthur J. Gallagher & Co shares in Q1 2018, an estimated $973K.
  • Zevin Asset Management first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 1 quarter.
  • Zevin Asset Management's Arthur J. Gallagher & Co position peaked at $973K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2018.

Based on Zevin Asset Management's 13F filing for Q1 2018, filed 30 Apr 2018.