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Atticus Wealth Management’s Aon AON Stock Holding History

Atticus Wealth Management’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
-7
Closed -$2.27K – 567
2023
Q3 		$2.27K Hold
7
– – ﹤0.01% 495
2023
Q2 		$2.42K Buy
+7
New +$2.27K ﹤0.01% 482
2020
Q1 		– Sell
-11
Closed -$2K – 307
2019
Q4 		$2K Buy
+11
New +$2.18K ﹤0.01% 273

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atticus Wealth Management's AON Position: Q4 2023 in Review

Atticus Wealth Management sold out of Aon (AON) in Q4 2023, closing a stake of 7 shares — an estimated $2.27K sold.

Atticus Wealth Management first reported a position in AON in Q4 2019 and held it in 3 quarters. The position peaked at $2.42K in Q2 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Atticus Wealth Management reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 7 Aon shares in Q4 2023, an estimated $2.27K.
  • Atticus Wealth Management first reported a position in Aon in Q4 2019 and held it in 3 quarters.
  • Atticus Wealth Management's Aon position peaked at $2.42K in Q2 2023.
  • 1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.