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Alera Investment Advisors’s Aon AON Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$920K Sell
2,659
-42
-2% -$13.7K 0.11% 84
2024
Q2 		$793K Buy
2,701
+9
+0.3% +$2.66K 0.1% 90
2024
Q1 		$898K Buy
2,692
+25
+0.9% +$7.75K 0.12% 73
2023
Q4 		$776K Sell
2,667
-2
-0.1% -$640 0.1% 84
2023
Q3 		$865K Buy
2,669
+62
+2% +$20.5K 0.14% 63
2023
Q2 		$900K Sell
2,607
-400
-13% -$130K 0.19% 62
2023
Q1 		$948K Hold
3,007
– – 0.22% 48
2022
Q4 		$903K Buy
3,007
+27
+0.9% +$7.89K 0.21% 52
2022
Q3 		$798K Buy
2,980
+36
+1% +$10.2K 0.23% 57
2022
Q2 		$794K Sell
2,944
-16
-0.5% -$4.6K 0.22% 65
2022
Q1 		$964K Buy
2,960
+271
+10% +$78.8K 0.22% 61
2021
Q4 		$808K Hold
2,689
– – 0.22% 39
2021
Q3 		$768K Hold
2,689
– – 0.23% 41
2021
Q2 		$642K Hold
2,689
– – 0.19% 43
2021
Q1 		$619K Hold
2,689
– – 0.2% 43
2020
Q4 		$568K Buy
2,689
+5
+0.2% +$1.02K 0.2% 40
2020
Q3 		$554K Hold
2,684
– – 0.22% 42
2020
Q2 		$517K Hold
2,684
– – 0.27% 39
2020
Q1 		$443K Sell
2,684
-65
-2% -$13.3K 0.27% 42
2019
Q4 		$573K Sell
2,749
-82
-3% -$16.2K 0.26% 34
2019
Q3 		$548K Buy
2,831
+78
+3% +$15.1K 0.27% 38
2019
Q2 		$531K Hold
2,753
– – 0.27% 37
2019
Q1 		$470K Sell
2,753
-4
-0.1% -$649 0.23% 41
2018
Q4 		$401K Buy
+2,757
New +$428K 0.24% 50

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Alera Investment Advisors's AON Position: Q3 2024 in Review

Alera Investment Advisors reduced its Aon (AON) stake by 1.6% in Q3 2024, selling an estimated $13.7K and leaving 2,659 shares worth $920K. The position accounts for 0.11% of the portfolio, ranked #84.

Alera Investment Advisors first reported a position in AON in Q4 2018 and has held it in 24 quarters since. The position peaked at $964K in Q1 2022. 1,143 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • Alera Investment Advisors held 2,659 shares of Aon worth $920K as of Q3 2024.
  • Alera Investment Advisors sold 42 Aon shares in Q3 2024, an estimated $13.7K.
  • Aon made up 0.11% of Alera Investment Advisors's portfolio in Q3 2024, its #84 holding.
  • Alera Investment Advisors first reported a position in Aon in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's Aon position peaked at $964K in Q1 2022.
  • 1,143 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.