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Birch Run Capital Advisors’s Aon AON Stock Holding History

Birch Run 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
Q4 		– Sell
-17,800
Closed -$5.09M – 3
2021
Q3 		$5.09M Hold
17,800
– – 5.85% 7
2021
Q2 		$4.25M Hold
17,800
– – 3.54% 13
2021
Q1 		$4.1M Hold
17,800
– – 1.57% 14
2020
Q4 		$3.76M Buy
+17,800
New +$3.63M 1.78% 15

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Birch Run Capital Advisors's AON Position: Q4 2021 in Review

Birch Run Capital Advisors sold out of Aon (AON) in Q4 2021, closing a stake of 17,800 shares — an estimated $5.09M sold.

Birch Run Capital Advisors first reported a position in AON in Q4 2020 and held it in 4 quarters. The position peaked at $5.09M in Q3 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Birch Run Capital Advisors reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Birch Run Capital Advisors sold 17,800 Aon shares in Q4 2021, an estimated $5.09M.
  • Birch Run Capital Advisors first reported a position in Aon in Q4 2020 and held it in 4 quarters.
  • Birch Run Capital Advisors's Aon position peaked at $5.09M in Q3 2021.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Birch Run Capital Advisors's 13F filing for Q4 2021.