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Annapolis Financial Services’s Aon AON Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-30
Closed -$8K – 444
2022
Q3 		$8K Buy
+30
New +$8.48K ﹤0.01% 347

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Annapolis Financial Services's AON Position: Q4 2022 in Review

Annapolis Financial Services sold out of Aon (AON) in Q4 2022, closing a stake of 30 shares — an estimated $8K sold.

Annapolis Financial Services first reported a position in AON in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Annapolis Financial Services reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 30 Aon shares in Q4 2022, an estimated $8K.
  • Annapolis Financial Services first reported a position in Aon in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's Aon position peaked at $8K in Q3 2022.
  • 1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.