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Algert Global’s Aon AON Stock Holding History

Algert Global’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
-2,586
Closed -$815K – 1084
2023
Q1 		$815K Sell
2,586
-750
-22% -$232K 0.04% 704
2022
Q4 		$1M Buy
3,336
+927
+38% +$271K 0.06% 569
2022
Q3 		$645K Buy
+2,409
New +$681K 0.04% 724
2022
Q2 		– Sell
-4,206
Closed -$1.37M – 1200
2022
Q1 		$1.37M Buy
+4,206
New +$1.22M 0.09% 381

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

Algert Global's AON Position: Q2 2023 in Review

Algert Global sold out of Aon (AON) in Q2 2023, closing a stake of 2,586 shares — an estimated $815K sold.

Algert Global first reported a position in AON in Q1 2022 and held it in 4 quarters. The position peaked at $1.37M in Q1 2022. 1,017 funds tracked by Wall St. Rank hold AON as of Q2 2023.

  • Algert Global reported no remaining Aon position as of Q2 2023 after selling out during the quarter.
  • Algert Global sold 2,586 Aon shares in Q2 2023, an estimated $815K.
  • Algert Global first reported a position in Aon in Q1 2022 and held it in 4 quarters.
  • Algert Global's Aon position peaked at $1.37M in Q1 2022.
  • 1,017 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on Algert Global's 13F filing for Q2 2023, filed 14 Aug 2023.