LK Balanced Fund AJG Holdings History
LK Balanced Fund's Arthur J. Gallagher & Co Holding Summary
As of 2025-03-31, Managed Portfolio Series held 3,500.00 shares of Arthur J. Gallagher & Co(AJG), totaling $1.21 Mil. This investment constitutes 5.95% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Arthur J. Gallagher & Co(AJG) stock.
The initial trade took place in 2020Q1. In addition, there have been 4 sales at an average price of $200.26 for 3,500.00 shares. Based on historical transaction data and AJG's current price of $313.69, LK Balanced Fund's estimated gain on his AJG holdings is $1.13 Mil, reflecting a 168.35% gain to date.
LK Balanced Fund AJG ($313.69) Holding Chart
LK Balanced Fund AJG ($313.69) 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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