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Apogem Capital’s Aon AON Stock Holding History

Apogem Capital’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
Q1 		– Sell
-3,931
Closed -$1.18M – 175
2021
Q4 		$1.18M Sell
3,931
-1,800
-31% -$540K 0.77% 35
2021
Q3 		$1.64M Sell
5,731
-6,728
-54% -$1.81M 1.04% 21
2021
Q2 		$2.98M Buy
12,459
+220
+2% +$53.8K 1.9% 6
2021
Q1 		$2.82M Hold
12,239
– – 1.91% 6
2020
Q4 		$2.59M Buy
+12,239
New +$2.5M 1.72% 13

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Apogem Capital's AON Position: Q1 2022 in Review

Apogem Capital sold out of Aon (AON) in Q1 2022, closing a stake of 3,931 shares — an estimated $1.18M sold.

Apogem Capital first reported a position in AON in Q4 2020 and held it in 5 quarters. The position peaked at $2.98M in Q2 2021. 980 funds tracked by Wall St. Rank hold AON as of Q1 2022.

  • Apogem Capital reported no remaining Aon position as of Q1 2022 after selling out during the quarter.
  • Apogem Capital sold 3,931 Aon shares in Q1 2022, an estimated $1.18M.
  • Apogem Capital first reported a position in Aon in Q4 2020 and held it in 5 quarters.
  • Apogem Capital's Aon position peaked at $2.98M in Q2 2021.
  • 980 funds tracked by Wall St. Rank held Aon as of Q1 2022.

Based on Apogem Capital's 13F filing for Q1 2022, filed 16 May 2022.