Alpha Cubed Investments’s Aon AON Stock Holding History

Alpha Cubed Investments’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 Q1	–	Sell	-1,326	Closed	-$398K	–	289
2022 Q4	$398K	Buy	+1,326	New	+$387K	0.03%	187

Other funds holding AON

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

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

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Alpha Cubed Investments's AON Position: Q1 2023 in Review

Alpha Cubed Investments sold out of Aon (AON) in Q1 2023, closing a stake of 1,326 shares — an estimated $398K sold.

Alpha Cubed Investments first reported a position in AON in Q4 2022 and held it in 1 quarter. The position peaked at $398K in Q4 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

Alpha Cubed Investments reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
Alpha Cubed Investments sold 1,326 Aon shares in Q1 2023, an estimated $398K.
Alpha Cubed Investments first reported a position in Aon in Q4 2022 and held it in 1 quarter.
Alpha Cubed Investments's Aon position peaked at $398K in Q4 2022.
1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Alpha Cubed Investments's 13F filing for Q1 2023, filed 27 Apr 2023.