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Buckingham Strategic Wealth’s Aon AON Stock Holding History

Buckingham Strategic 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
2024
Q2 		$654K Buy
2,226
+5
+0.2% +$1.48K 0.01% 415
2024
Q1 		$741K Sell
2,221
-49
-2% -$15.2K 0.01% 389
2023
Q4 		$661K Buy
2,270
+134
+6% +$42.9K 0.01% 393
2023
Q3 		$692K Buy
2,136
+1,287
+152% +$426K 0.01% 351
2023
Q2 		$293K Buy
849
+42
+5% +$13.6K ﹤0.01% 538
2023
Q1 		$242K Hold
807
– – ﹤0.01% 523
2022
Q4 		$242K Sell
807
-14
-2% -$4.09K ﹤0.01% 525
2022
Q3 		$220K Buy
+821
New +$232K ﹤0.01% 530
2021
Q1 		– Sell
-999
Closed -$211K – 546
2020
Q4 		$211K Buy
+999
New +$204K 0.01% 498

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return