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Bartlett & Co’s Aon AON Stock Holding History

Bartlett & Co’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 		$752K Hold
2,600
– – 0.01% 306
2023
Q3 		$843K Hold
2,600
– – 0.02% 281
2023
Q2 		$898K Hold
2,600
– – 0.02% 284
2023
Q1 		$820K Hold
2,600
– – 0.02% 242
2022
Q4 		$780K Sell
2,600
-9
-0.3% -$2.63K 0.02% 243
2022
Q3 		$699K Sell
2,609
-14
-0.5% -$3.96K 0.02% 244
2022
Q2 		$707K Buy
2,623
+23
+0.9% +$6.61K 0.01% 244
2022
Q1 		$847K Sell
2,600
-550
-17% -$160K 0.01% 240
2021
Q4 		$947K Hold
3,150
– – 0.02% 238
2021
Q3 		$900K Sell
3,150
-100
-3% -$26.9K 0.02% 213
2021
Q2 		$776K Sell
3,250
-100
-3% -$24.4K 0.01% 221
2021
Q1 		$771K Hold
3,350
– – 0.02% 221
2020
Q4 		$708K Sell
3,350
-100
-3% -$20.4K 0.02% 226
2020
Q3 		$712K Sell
3,450
-975
-22% -$195K 0.02% 217
2020
Q2 		$852K Buy
4,425
+750
+20% +$140K 0.02% 203
2020
Q1 		$607K Buy
+3,675
New +$752K 0.02% 214
2019
Q3 		$711K Buy
3,675
+3,661
+26,150% +$706K 0.02% 224
2019
Q2 		$3K Buy
14
+5
+56% +$906 ﹤0.01% 644
2019
Q1 		$2K Buy
+9
New +$1.46K ﹤0.01% 640
2013
Q4 		– Sell
-26
Closed -$2K – 683
2013
Q3 		$2K Buy
+26
New +$1.78K ﹤0.01% 717

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

Bartlett & Co's AON Position: Q4 2023 in Review

Bartlett & Co held its Aon (AON) position steady in Q4 2023 at 2,600 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #306.

Bartlett & Co first reported a position in AON in Q3 2013 and has held it in 20 quarters since. The position peaked at $947K in Q4 2021. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Bartlett & Co held 2,600 shares of Aon worth $752K as of Q4 2023.
  • Bartlett & Co left its Aon share count unchanged in Q4 2023.
  • Aon made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #306 holding.
  • Bartlett & Co first reported a position in Aon in Q3 2013 and has held it in 20 quarters since.
  • Bartlett & Co's Aon position peaked at $947K in Q4 2021.
  • 1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.