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Advisor Partners II’s Aon AON Stock Holding History

Advisor Partners II’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
2023
Q3 		$4M Buy
12,328
+2,730
+28% +$903K 0.16% 128
2023
Q2 		$3.31M Buy
9,598
+330
+4% +$107K 0.16% 125
2023
Q1 		$2.92M Sell
9,268
-465
-5% -$144K 0.16% 126
2022
Q4 		$2.92M Buy
9,733
+954
+11% +$279K 0.18% 116
2022
Q3 		$2.35M Buy
+8,779
New +$2.48M 0.18% 112

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Advisor Partners II's AON Position: Q3 2023 in Review

Advisor Partners II increased its Aon (AON) stake by 28% in Q3 2023, buying an estimated $903K and bringing the position to 12,328 shares worth $4M. The position accounts for 0.16% of the portfolio, ranked #128.

Advisor Partners II first reported a position in AON in Q3 2022 and has held it in 5 quarters since. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • Advisor Partners II held 12,328 shares of Aon worth $4M as of Q3 2023.
  • Advisor Partners II bought 2,730 Aon shares in Q3 2023, an estimated $903K.
  • Aon made up 0.16% of Advisor Partners II's portfolio in Q3 2023, its #128 holding.
  • Advisor Partners II first reported a position in Aon in Q3 2022 and has held it in 5 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.