BCA
AON icon

Berman Capital Advisors’s Aon AON Stock Holding History

Berman Capital Advisors’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
Q3 		$294K Buy
1,034
+202
+24% +$54.3K 0.05% 205
2021
Q2 		$198K Buy
832
+129
+18% +$31.5K 0.03% 239
2021
Q1 		$161K Buy
703
+72
+11% +$15.8K 0.03% 219
2020
Q4 		$133K Buy
631
+106
+20% +$21.6K 0.03% 216
2020
Q3 		$108K Buy
525
+6
+1% +$1.2K 0.03% 220
2020
Q2 		$100K Buy
519
+44
+9% +$8.2K 0.03% 224
2020
Q1 		$77K Buy
475
+167
+54% +$34.2K 0.02% 233
2019
Q4 		$64K Sell
308
-105
-25% -$20.8K 0.02% 279
2019
Q3 		$79K Hold
413
– – 0.02% 245
2019
Q2 		$79K Buy
413
+167
+68% +$30.3K 0.03% 240
2019
Q1 		$42K Buy
246
+69
+39% +$11.2K 0.01% 302
2018
Q4 		$25K Buy
+177
New +$27.5K 0.01% 342

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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 $60.8B AUM 22.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Berman Capital Advisors's AON Position: Q3 2021 in Review

Berman Capital Advisors increased its Aon (AON) stake by 24% in Q3 2021, buying an estimated $54.3K and bringing the position to 1,034 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #205.

Berman Capital Advisors first reported a position in AON in Q4 2018 and has held it in 12 quarters since. 910 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Berman Capital Advisors held 1,034 shares of Aon worth $294K as of Q3 2021.
  • Berman Capital Advisors bought 202 Aon shares in Q3 2021, an estimated $54.3K.
  • Aon made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #205 holding.
  • Berman Capital Advisors first reported a position in Aon in Q4 2018 and has held it in 12 quarters since.
  • 910 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.