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AllSquare Wealth Management’s Aon AON Stock Holding History

AllSquare Wealth Management’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
2020
Q2 		– Sell
-159
Closed -$26K – 460
2020
Q1 		$26K Buy
+159
New +$32.6K 0.02% 219
2016
Q1 		– Sell
-235
Closed -$22K – 303
2015
Q4 		$22K Buy
235
+26
+12% +$2.42K 0.02% 164
2015
Q3 		$19K Hold
209
– – 0.02% 167
2015
Q2 		$21K Hold
209
– – 0.02% 170
2015
Q1 		$20K Buy
209
+9
+5% +$871 0.02% 169
2014
Q4 		$19K Buy
+200
New +$17.9K 0.02% 177

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

AllSquare Wealth Management's AON Position: Q2 2020 in Review

AllSquare Wealth Management sold out of Aon (AON) in Q2 2020, closing a stake of 159 shares — an estimated $26K sold.

AllSquare Wealth Management first reported a position in AON in Q4 2014 and held it in 6 quarters. The position peaked at $26K in Q1 2020. 751 funds tracked by Wall St. Rank hold AON as of Q2 2020.

  • AllSquare Wealth Management reported no remaining Aon position as of Q2 2020 after selling out during the quarter.
  • AllSquare Wealth Management sold 159 Aon shares in Q2 2020, an estimated $26K.
  • AllSquare Wealth Management first reported a position in Aon in Q4 2014 and held it in 6 quarters.
  • AllSquare Wealth Management's Aon position peaked at $26K in Q1 2020.
  • 751 funds tracked by Wall St. Rank held Aon as of Q2 2020.

Based on AllSquare Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.