Altshuler Shaham’s Aon AON Stock Holding History

Altshuler Shaham’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 Q1	–	Sell	-80	Closed	-$23.3K	–	307
2023 Q4	$23.3K	Buy	+80	New	+$25.6K	﹤0.01%	185
2023 Q3	–	Sell	-117	Closed	-$40.4K	–	290
2023 Q2	$40.4K	Buy	+117	New	+$38K	﹤0.01%	178
2022 Q2	–	Sell	-20	Closed	-$7K	–	454
2022 Q1	$7K	Buy	+20	New	+$5.82K	﹤0.01%	474
2021 Q4	–	Sell	-27	Closed	-$8K	–	533
2021 Q3	$8K	Sell	27 -2	-7%	-$537	﹤0.01%	468
2021 Q2	$7K	Buy	+29	New	+$7.09K	﹤0.01%	541
2019 Q3	–	Sell	-7	Closed	-$1K	–	414
2019 Q2	$1K	Buy	+7	New	+$1.27K	﹤0.01%	320
2019 Q1	–	Sell	-173	Closed	-$25K	–	300
2018 Q4	$25K	Buy	+173	New	+$26.9K	﹤0.01%	164
2018 Q2	–	Sell	-118	Closed	-$17K	–	213
2018 Q1	$17K	Sell	118 -20	-14%	-$2.8K	﹤0.01%	148
2017 Q4	$18K	Buy	+138	New	+$19.6K	﹤0.01%	133

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Altshuler Shaham's AON Position: Q1 2024 in Review

Altshuler Shaham sold out of Aon (AON) in Q1 2024, closing a stake of 80 shares — an estimated $23.3K sold.

Altshuler Shaham first reported a position in AON in Q4 2017 and held it in 9 quarters. The position peaked at $40.4K in Q2 2023. 1,080 funds tracked by Wall St. Rank hold AON as of Q1 2024.

Altshuler Shaham reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
Altshuler Shaham sold 80 Aon shares in Q1 2024, an estimated $23.3K.
Altshuler Shaham first reported a position in Aon in Q4 2017 and held it in 9 quarters.
Altshuler Shaham's Aon position peaked at $40.4K in Q2 2023.
1,080 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.