Number of Shares
30,915.00
Current Holdings Value*
$10.67 Mil
% of Portfolio
5.4%
Total Estimate Gain
$4.02 Mil
% of Total Estimate Gain
43.17%

Eventide Balanced Fund's Arthur J. Gallagher & Co Holding Summary

As of 2025-03-31, Eventide Balanced Fund held 30,915.00 shares of Arthur J. Gallagher & Co(AJG), totaling $10.67 Mil. This investment constitutes 5.4% of their stock portfolio, and Eventide Balanced Fund now holds 0.01% of the outstanding Arthur J. Gallagher & Co(AJG) stock.

The initial trade took place in 2022Q3. And since then Eventide Balanced Fund has made 7 purchases of AJG, at an average price of $205.82, for a total of 45,269.00 shares. In addition, there have been 2 sales at an average price of $248.58 for 14,354.00 shares. Based on historical transaction data and AJG's current price of $316.07, Eventide Balanced Fund's estimated gain on his AJG holdings is $4.02 Mil, reflecting a 43.17% gain to date.

Eventide Balanced Fund AJG ($316.07) Holding Chart

Eventide Balanced Fund AJG ($316.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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