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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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return