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Brandywine Oak Private Wealth’s Aon AON Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-27
Closed -$3K – 239
2018
Q4 		$3K Buy
+27
New +$4.19K ﹤0.01% 599

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Brandywine Oak Private Wealth's AON Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Aon (AON) in Q1 2019, closing a stake of 27 shares — an estimated $3K sold.

Brandywine Oak Private Wealth first reported a position in AON in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 698 funds tracked by Wall St. Rank hold AON as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Aon position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 27 Aon shares in Q1 2019, an estimated $3K.
  • Brandywine Oak Private Wealth first reported a position in Aon in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Aon position peaked at $3K in Q4 2018.
  • 698 funds tracked by Wall St. Rank held Aon as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.