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Bellevue Asset Management’s Aon AON Stock Holding History

Bellevue Asset 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
-20
Closed -$5K – 589
2021
Q1 		$5K Hold
20
– – ﹤0.01% 413
2020
Q4 		$4K Sell
20
-1
-5% -$204 ﹤0.01% 451
2020
Q3 		$4K Hold
21
– – ﹤0.01% 414
2020
Q2 		$4K Hold
21
– – ﹤0.01% 413
2020
Q1 		$4K Buy
21
+15
+250% +$3.07K ﹤0.01% 405
2019
Q4 		$1K Buy
+6
New +$1.19K ﹤0.01% 479

Other funds holding AON

Massachusetts Financial Services
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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 $66.1B AUM 33.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Bellevue Asset Management's AON Position: Q2 2021 in Review

Bellevue Asset Management sold out of Aon (AON) in Q2 2021, closing a stake of 20 shares — an estimated $5K sold.

Bellevue Asset Management first reported a position in AON in Q4 2019 and held it in 6 quarters. The position peaked at $5K in Q1 2021. 908 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Bellevue Asset Management reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 20 Aon shares in Q2 2021, an estimated $5K.
  • Bellevue Asset Management first reported a position in Aon in Q4 2019 and held it in 6 quarters.
  • Bellevue Asset Management's Aon position peaked at $5K in Q1 2021.
  • 908 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Bellevue Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.