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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Buckingham Strategic Wealth's AON Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Aon (AON) stake by 0.23% in Q2 2024, buying an estimated $1.48K and bringing the position to 2,226 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #415.

Buckingham Strategic Wealth first reported a position in AON in Q4 2020 and has held it in 9 quarters since. The position peaked at $741K in Q1 2024. 1,106 funds tracked by Wall St. Rank hold AON as of Q2 2024.

Buckingham Strategic Wealth held 2,226 shares of Aon worth $654K as of Q2 2024.
Buckingham Strategic Wealth bought 5 Aon shares in Q2 2024, an estimated $1.48K.
Aon made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #415 holding.
Buckingham Strategic Wealth first reported a position in Aon in Q4 2020 and has held it in 9 quarters since.
Buckingham Strategic Wealth's Aon position peaked at $741K in Q1 2024.
1,106 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.