AlTi Global’s Aon AON Stock Holding History

AlTi Global’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
2024 Q2	–	Sell	-634	Closed	-$212K	–	383
2024 Q1	$212K	Buy	+634	New	+$197K	0.01%	361

Other funds holding AON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AlTi Global's AON Position: Q2 2024 in Review

AlTi Global sold out of Aon (AON) in Q2 2024, closing a stake of 634 shares — an estimated $212K sold.

AlTi Global first reported a position in AON in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 1,104 funds tracked by Wall St. Rank hold AON as of Q2 2024.

AlTi Global reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
AlTi Global sold 634 Aon shares in Q2 2024, an estimated $212K.
AlTi Global first reported a position in Aon in Q1 2024 and held it in 1 quarter.
AlTi Global's Aon position peaked at $212K in Q1 2024.
1,104 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on AlTi Global's 13F filing for Q2 2024, filed 14 Aug 2024.