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BerganKDV Wealth Management’s Aon AON Stock Holding History

BerganKDV 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
Q2 		$6.9K Sell
20
-11
-35% -$3.57K ﹤0.01% 582
2023
Q1 		$9.77K Buy
31
+1
+3% +$310 ﹤0.01% 607
2022
Q4 		$9K Hold
30
– – ﹤0.01% 591
2022
Q3 		$8K Hold
30
– – ﹤0.01% 599
2022
Q2 		$8K Hold
30
– – ﹤0.01% 616
2022
Q1 		$10K Hold
30
– – ﹤0.01% 605
2021
Q4 		$9K Sell
30
-1
-3% -$300 ﹤0.01% 670
2021
Q3 		$9K Buy
31
+15
+94% +$4.03K ﹤0.01% 644
2021
Q2 		$4K Hold
16
– – ﹤0.01% 717
2021
Q1 		$4K Hold
16
– – ﹤0.01% 681
2020
Q4 		$3K Hold
16
– – ﹤0.01% 715
2020
Q3 		$3K Sell
16
-100
-86% -$20K ﹤0.01% 626
2020
Q2 		$22K Buy
116
+100
+625% +$18.6K ﹤0.01% 440
2020
Q1 		$3K Hold
16
– – ﹤0.01% 645
2019
Q4 		$3K Buy
+16
New +$3.17K ﹤0.01% 693

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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

BerganKDV Wealth Management's AON Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Aon (AON) stake by 35% in Q2 2023, selling an estimated $3.57K and leaving 20 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

BerganKDV Wealth Management first reported a position in AON in Q4 2019 and has held it in 15 quarters since. The position peaked at $22K in Q2 2020. 1,017 funds tracked by Wall St. Rank hold AON as of Q2 2023.

  • BerganKDV Wealth Management held 20 shares of Aon worth $6.9K as of Q2 2023.
  • BerganKDV Wealth Management sold 11 Aon shares in Q2 2023, an estimated $3.57K.
  • Aon made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #582 holding.
  • BerganKDV Wealth Management first reported a position in Aon in Q4 2019 and has held it in 15 quarters since.
  • BerganKDV Wealth Management's Aon position peaked at $22K in Q2 2020.
  • 1,017 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.