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Balasa Dinverno & Foltz’s Aon AON Stock Holding History

Balasa Dinverno & Foltz’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
Q2 		– Sell
-683
Closed -$222K – 336
2022
Q1 		$222K Sell
683
-1
-0.1% -$291 0.02% 321
2021
Q4 		$206K Buy
+684
New +$205K 0.01% 331

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $14.7B AUM 12.5% 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

Balasa Dinverno & Foltz's AON Position: Q2 2022 in Review

Balasa Dinverno & Foltz sold out of Aon (AON) in Q2 2022, closing a stake of 683 shares — an estimated $222K sold.

Balasa Dinverno & Foltz first reported a position in AON in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q1 2022. 960 funds tracked by Wall St. Rank hold AON as of Q2 2022.

  • Balasa Dinverno & Foltz reported no remaining Aon position as of Q2 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 683 Aon shares in Q2 2022, an estimated $222K.
  • Balasa Dinverno & Foltz first reported a position in Aon in Q4 2021 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Aon position peaked at $222K in Q1 2022.
  • 960 funds tracked by Wall St. Rank held Aon as of Q2 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2022, filed 9 Aug 2022.