Baystate Wealth Management’s Aon AON Stock Holding History

Baystate 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	$31.6K	Hold	108	–	–	﹤0.01%	471
2023 Q3	$35.1K	Sell	108 -56	-34%	-$18.5K	﹤0.01%	388
2023 Q2	$56.7K	Sell	164 -80	-33%	-$26K	﹤0.01%	319
2023 Q1	$77.1K	Buy	244 +56	+30%	+$17.3K	0.01%	281
2022 Q4	$56K	Sell	188 -604	-76%	-$176K	0.01%	314
2022 Q3	$212K	Buy	792 +1	+0.1%	+$283	0.02%	174
2022 Q2	$213K	Buy	791 +684	+639%	+$197K	0.02%	168
2022 Q1	$35K	Hold	107	–	–	﹤0.01%	375
2021 Q4	$32K	Buy	107 +1	+0.9%	+$300	﹤0.01%	389
2021 Q3	$31K	Hold	106	–	–	﹤0.01%	350
2021 Q2	$25K	Hold	106	–	–	﹤0.01%	364
2021 Q1	$24K	Buy	106 +6	+6%	+$1.32K	﹤0.01%	338
2020 Q4	$21K	Hold	100	–	–	﹤0.01%	339
2020 Q3	$21K	Buy	+100	New	+$20K	﹤0.01%	314
2019 Q2	–	Sell	-10	Closed	-$2K	–	647
2019 Q1	$2K	Buy	+10	New	+$1.62K	﹤0.01%	491
2013 Q3	–	Sell	-1,200	Closed	-$77K	–	39
2013 Q2	$77K	Buy	+1,200	New	+$76K	0.04%	71

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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 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