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ACG Wealth’s Aon AON Stock Holding History

ACG Wealth’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$445K Hold
1,660
– – 0.1% 169
2022
Q2 		$448K Hold
1,660
– – 0.09% 174
2022
Q1 		$541K Buy
+1,660
New +$483K 0.1% 167
2021
Q4 		– Sell
-776
Closed -$222K – 334
2021
Q3 		$222K Buy
+776
New +$208K 0.03% 283

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

ACG Wealth's AON Position: Q3 2022 in Review

ACG Wealth held its Aon (AON) position steady in Q3 2022 at 1,660 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #169.

ACG Wealth first reported a position in AON in Q3 2021 and has held it in 4 quarters since. The position peaked at $541K in Q1 2022. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • ACG Wealth held 1,660 shares of Aon worth $445K as of Q3 2022.
  • ACG Wealth left its Aon share count unchanged in Q3 2022.
  • Aon made up 0.1% of ACG Wealth's portfolio in Q3 2022, its #169 holding.
  • ACG Wealth first reported a position in Aon in Q3 2021 and has held it in 4 quarters since.
  • ACG Wealth's Aon position peaked at $541K in Q1 2022.
  • 944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.