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Almanack Investment Partners’s Aon AON Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-86
Closed -$23K – 229
2022
Q3 		$23K Buy
+86
New +$24.3K ﹤0.01% 355

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Capital World Investors
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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Almanack Investment Partners's AON Position: Q4 2022 in Review

Almanack Investment Partners sold out of Aon (AON) in Q4 2022, closing a stake of 86 shares — an estimated $23K sold.

Almanack Investment Partners first reported a position in AON in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Almanack Investment Partners reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 86 Aon shares in Q4 2022, an estimated $23K.
  • Almanack Investment Partners first reported a position in Aon in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Aon position peaked at $23K in Q3 2022.
  • 1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.