Zullo Investment Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Zullo Investment Group’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 Q1	–	Sell	-328	Closed	-$61.9K	–	144
2022 Q4	$61.9K	Buy	328 +11	+3%	+$2.06K	0.04%	250
2022 Q3	$54K	Buy	317 +25	+9%	+$4.44K	0.03%	263
2022 Q2	$48K	Buy	292 +53	+22%	+$8.8K	0.03%	289
2022 Q1	$42K	Buy	239 +165	+223%	+$26.3K	0.02%	322
2021 Q4	$13K	Buy	+74	New	+$12.1K	0.01%	484

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Zullo Investment Group's AJG Position: Q1 2023 in Review

Zullo Investment Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2023, closing a stake of 328 shares — an estimated $61.9K sold.

Zullo Investment Group first reported a position in AJG in Q4 2021 and held it in 5 quarters. The position peaked at $61.9K in Q4 2022. 946 funds tracked by Wall St. Rank hold AJG as of Q1 2023.

Zullo Investment Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 328 Arthur J. Gallagher & Co shares in Q1 2023, an estimated $61.9K.
Zullo Investment Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Arthur J. Gallagher & Co position peaked at $61.9K in Q4 2022.
946 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.