AlphaSimPlex Group’s Aon AON Stock Holding History

AlphaSimPlex Group’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 Q3	–	Sell	-924	Closed	-$249K	–	37
2022 Q2	$249K	Hold	924	–	–	1.77%	17
2022 Q1	$301K	Sell	924 -809	-47%	-$235K	1.1%	32
2021 Q4	$521K	Sell	1,733 -1,761	-50%	-$528K	0.89%	27
2021 Q3	$998K	Sell	3,494 -159	-4%	-$42.7K	0.83%	34
2021 Q2	$872K	Hold	3,653	–	–	0.44%	90
2021 Q1	$841K	Hold	3,653	–	–	0.35%	129
2020 Q4	$772K	Sell	3,653 -1,097	-23%	-$224K	0.27%	175
2020 Q3	$980K	Buy	4,750 +1,415	+42%	+$283K	0.45%	65
2020 Q2	$642K	Buy	+3,335	New	+$621K	0.48%	64
2019 Q3	–	Sell	-7,516	Closed	-$1.45M	–	207
2019 Q2	$1.45M	Sell	7,516 -2,601	-26%	-$471K	0.45%	62
2019 Q1	$1.73M	Buy	+10,117	New	+$1.64M	0.58%	29

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

AlphaSimPlex Group's AON Position: Q3 2022 in Review

AlphaSimPlex Group sold out of Aon (AON) in Q3 2022, closing a stake of 924 shares — an estimated $249K sold.

AlphaSimPlex Group first reported a position in AON in Q1 2019 and held it in 11 quarters. The position peaked at $1.73M in Q1 2019. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

AlphaSimPlex Group reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
AlphaSimPlex Group sold 924 Aon shares in Q3 2022, an estimated $249K.
AlphaSimPlex Group first reported a position in Aon in Q1 2019 and held it in 11 quarters.
AlphaSimPlex Group's Aon position peaked at $1.73M in Q1 2019.
944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on AlphaSimPlex Group's 13F filing for Q3 2022, filed 8 Nov 2022.