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Arcus Capital Partners’s Aon AON Stock Holding History

Arcus Capital Partners’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
2023
Q4 		– Sell
-1,171
Closed -$380K – 111
2023
Q3 		$380K Buy
1,171
+31
+3% +$10.3K 0.12% 76
2023
Q2 		$393K Hold
1,140
– – 0.12% 75
2023
Q1 		$359K Hold
1,140
– – 0.12% 77
2022
Q4 		$342K Buy
+1,140
New +$333K 0.14% 69
2020
Q1 		– Sell
-1,268
Closed -$264K – 89
2019
Q4 		$264K Buy
+1,268
New +$251K 0.09% 80
2017
Q4 		– Sell
-17,079
Closed -$2.5M – 113
2017
Q3 		$2.5M Buy
+17,079
New +$2.38M 1.3% 14
2016
Q1 		– Sell
-115
Closed -$11K – 65
2015
Q4 		$11K Buy
+115
New +$10.7K 0.01% 83

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arcus Capital Partners's AON Position: Q4 2023 in Review

Arcus Capital Partners sold out of Aon (AON) in Q4 2023, closing a stake of 1,171 shares — an estimated $380K sold.

Arcus Capital Partners first reported a position in AON in Q4 2015 and held it in 7 quarters. The position peaked at $2.5M in Q3 2017. 1,060 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Arcus Capital Partners reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 1,171 Aon shares in Q4 2023, an estimated $380K.
  • Arcus Capital Partners first reported a position in Aon in Q4 2015 and held it in 7 quarters.
  • Arcus Capital Partners's Aon position peaked at $2.5M in Q3 2017.
  • 1,060 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Arcus Capital Partners's 13F filing for Q4 2023, filed 23 Jan 2024.