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Atlas Capital Advisors’s Aon AON Stock Holding History

Atlas Capital Advisors’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
Q2 		– Sell
-1,187
Closed -$396K – 894
2024
Q1 		$396K Sell
1,187
-44
-4% -$13.6K 0.06% 257
2023
Q4 		$358K Buy
1,231
+275
+29% +$88K 0.05% 269
2023
Q3 		$310K Hold
956
– – 0.05% 273
2023
Q2 		$330K Hold
956
– – 0.05% 275
2023
Q1 		$301K Hold
956
– – 0.05% 281
2022
Q4 		$287K Hold
956
– – 0.05% 269
2022
Q3 		$256K Sell
956
-227
-19% -$64.2K 0.05% 299
2022
Q2 		$319K Sell
1,183
-17
-1% -$4.89K 0.05% 274
2022
Q1 		$391K Hold
1,200
– – 0.06% 243
2021
Q4 		$361K Hold
1,200
– – 0.05% 272
2021
Q3 		$343K Sell
1,200
-26
-2% -$6.98K 0.06% 259
2021
Q2 		$293K Buy
1,226
+153
+14% +$37.4K 0.05% 301
2021
Q1 		$247K Sell
1,073
-2,844
-73% -$626K 0.05% 304
2020
Q4 		$828K Buy
+3,917
New +$800K 0.17% 116
2020
Q3 		– Sell
-2,710
Closed -$522K – 328
2020
Q2 		$522K Sell
2,710
-2,345
-46% -$437K 0.12% 175
2020
Q1 		$834K Buy
5,055
+2,518
+99% +$516K 0.25% 95
2019
Q4 		$528K Buy
2,537
+64
+3% +$12.7K 0.13% 191
2019
Q3 		$479K Buy
2,473
+277
+13% +$53.5K 0.14% 189
2019
Q2 		$424K Hold
2,196
– – 0.14% 189
2019
Q1 		$375K Buy
2,196
+249
+13% +$40.4K 0.14% 190
2018
Q4 		$283K Buy
1,947
+877
+82% +$136K 0.11% 216
2018
Q3 		$168K Hold
1,070
– – 0.06% 306
2018
Q2 		$156K Sell
1,070
-49
-4% -$6.9K 0.06% 297
2018
Q1 		$157K Buy
+1,119
New +$157K 0.05% 302

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Atlas Capital Advisors's AON Position: Q2 2024 in Review

Atlas Capital Advisors sold out of Aon (AON) in Q2 2024, closing a stake of 1,187 shares — an estimated $396K sold.

Atlas Capital Advisors first reported a position in AON in Q1 2018 and held it in 24 quarters. The position peaked at $834K in Q1 2020. 1,109 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • Atlas Capital Advisors reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,187 Aon shares in Q2 2024, an estimated $396K.
  • Atlas Capital Advisors first reported a position in Aon in Q1 2018 and held it in 24 quarters.
  • Atlas Capital Advisors's Aon position peaked at $834K in Q1 2020.
  • 1,109 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.