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Alphinity Investment Management’s Aon AON Stock Holding History

Alphinity Investment 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
Q4 		– Sell
-33,301
Closed -$6.87M – 28
2020
Q3 		$6.87M Sell
33,301
-177,437
-84% -$35.4M 0.67% 24
2020
Q2 		$40.6M Buy
210,738
+42,882
+26% +$7.99M 4.57% 10
2020
Q1 		$27.7M Buy
+167,856
New +$34.4M 3.64% 18

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Alphinity Investment Management's AON Position: Q4 2020 in Review

Alphinity Investment Management sold out of Aon (AON) in Q4 2020, closing a stake of 33,301 shares — an estimated $6.87M sold.

Alphinity Investment Management first reported a position in AON in Q1 2020 and held it in 3 quarters. The position peaked at $40.6M in Q2 2020. 859 funds tracked by Wall St. Rank hold AON as of Q4 2020.

  • Alphinity Investment Management reported no remaining Aon position as of Q4 2020 after selling out during the quarter.
  • Alphinity Investment Management sold 33,301 Aon shares in Q4 2020, an estimated $6.87M.
  • Alphinity Investment Management first reported a position in Aon in Q1 2020 and held it in 3 quarters.
  • Alphinity Investment Management's Aon position peaked at $40.6M in Q2 2020.
  • 859 funds tracked by Wall St. Rank held Aon as of Q4 2020.

Based on Alphinity Investment Management's 13F filing for Q4 2020, filed 10 Feb 2021.