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Applied Research Investments’s Aon AON Stock Holding History

Applied Research Investments’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
Q3 		– Sell
-2,823
Closed -$761K – 14
2022
Q2 		$761K Sell
2,823
-420
-13% -$121K 3.36% 15
2022
Q1 		$1.06M Sell
3,243
-9,931
-75% -$2.89M 3.15% 14
2021
Q4 		$3.96M Buy
13,174
+989
+8% +$296K 1.31% 30
2021
Q3 		$3.48M Sell
12,185
-506
-4% -$136K 1.16% 31
2021
Q2 		$3.03M Hold
12,691
– – 1.08% 33
2021
Q1 		$2.92M Buy
12,691
+497
+4% +$109K 1.07% 35
2020
Q4 		$2.58M Buy
12,194
+2,271
+23% +$464K 1.1% 35
2020
Q3 		$2.05M Sell
9,923
-4,283
-30% -$855K 1.16% 34
2020
Q2 		$2.74M Buy
+14,206
New +$2.65M 2.39% 16

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
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
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

Applied Research Investments's AON Position: Q3 2022 in Review

Applied Research Investments sold out of Aon (AON) in Q3 2022, closing a stake of 2,823 shares — an estimated $761K sold.

Applied Research Investments first reported a position in AON in Q2 2020 and held it in 9 quarters. The position peaked at $3.96M in Q4 2021. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Applied Research Investments reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
  • Applied Research Investments sold 2,823 Aon shares in Q3 2022, an estimated $761K.
  • Applied Research Investments first reported a position in Aon in Q2 2020 and held it in 9 quarters.
  • Applied Research Investments's Aon position peaked at $3.96M in Q4 2021.
  • 944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.