Advisors Preferred’s Aon AON Stock Holding History

Advisors Preferred’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 Q2	–	Sell	-1,539	Closed	-$488K	–	171
2023 Q1	$488K	Sell	1,539 -422	-22%	-$131K	0.17%	69
2022 Q4	$587K	Buy	+1,961	New	+$573K	0.25%	59
2020 Q2	–	Sell	-5,786	Closed	-$955K	–	136
2020 Q1	$955K	Buy	5,786 +4,566	+374%	+$935K	0.59%	38
2019 Q4	$254K	Buy	+1,220	New	+$242K	0.07%	87

Other funds holding AON

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Advisors Preferred's AON Position: Q2 2023 in Review

Advisors Preferred sold out of Aon (AON) in Q2 2023, closing a stake of 1,539 shares — an estimated $488K sold.

Advisors Preferred first reported a position in AON in Q4 2019 and held it in 4 quarters. The position peaked at $955K in Q1 2020. 1,017 funds tracked by Wall St. Rank hold AON as of Q2 2023.

Advisors Preferred reported no remaining Aon position as of Q2 2023 after selling out during the quarter.
Advisors Preferred sold 1,539 Aon shares in Q2 2023, an estimated $488K.
Advisors Preferred first reported a position in Aon in Q4 2019 and held it in 4 quarters.
Advisors Preferred's Aon position peaked at $955K in Q1 2020.
1,017 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on Advisors Preferred's 13F filing for Q2 2023, filed 4 Aug 2023.