Advisory Research’s Aon AON Stock Holding History

Advisory Research’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 Q4	–	Sell	-1,098	Closed	-$356K	–	343
2023 Q3	$356K	Buy	1,098 +33	+3%	+$10.9K	0.05%	339
2023 Q2	$368K	Buy	+1,065	New	+$346K	0.05%	349
2014 Q2	–	Sell	-807	Closed	-$68K	–	348
2014 Q1	$68K	Buy	+807	New	+$67.2K	﹤0.01%	603

Other funds holding AON

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's AON Position: Q4 2023 in Review

Advisory Research sold out of Aon (AON) in Q4 2023, closing a stake of 1,098 shares — an estimated $356K sold.

Advisory Research first reported a position in AON in Q1 2014 and held it in 3 quarters. The position peaked at $368K in Q2 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

Advisory Research reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,098 Aon shares in Q4 2023, an estimated $356K.
Advisory Research first reported a position in Aon in Q1 2014 and held it in 3 quarters.
Advisory Research's Aon position peaked at $368K in Q2 2023.
1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.