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Avitas Wealth Management’s Aon AON Stock Holding History

Avitas 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
2021
Q2 		– Sell
-9,567
Closed -$2.2M – 199
2021
Q1 		$2.2M Buy
9,567
+108
+1% +$23.8K 0.43% 87
2020
Q4 		$2M Buy
9,459
+190
+2% +$38.8K 0.4% 102
2020
Q3 		$1.91M Buy
9,269
+84
+0.9% +$16.8K 0.53% 68
2020
Q2 		$1.77M Sell
9,185
-258
-3% -$48.1K 0.59% 62
2020
Q1 		$1.56M Sell
9,443
-4,229
-31% -$866K 0.71% 51
2019
Q4 		$2.85M Buy
13,672
+92
+0.7% +$18.2K 0.73% 63
2019
Q3 		$2.63M Buy
13,580
+219
+2% +$42.3K 0.73% 63
2019
Q2 		$2.58M Sell
13,361
-4,371
-25% -$792K 0.72% 62
2019
Q1 		$3.03M Buy
17,732
+166
+0.9% +$26.9K 0.88% 43
2018
Q4 		$2.55M Buy
+17,566
New +$2.73M 0.84% 54

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 $5.7T AUM 30.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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 $60.7B AUM 22.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return