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Burleson & Co’s Aon AON Stock Holding History

Burleson & Co’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
2022
Q4 		– Sell
-200
Closed -$54K – 428
2022
Q3 		$54K Hold
200
– – 0.01% 188
2022
Q2 		$54K Hold
200
– – 0.01% 179
2022
Q1 		$65K Hold
200
– – 0.01% 186
2021
Q4 		$60K Hold
200
– – 0.01% 186
2021
Q3 		$57K Hold
200
– – 0.01% 183
2021
Q2 		$48K Sell
200
-130
-39% -$31.8K 0.01% 193
2021
Q1 		$76K Buy
+330
New +$72.6K 0.01% 161

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Burleson & Co's AON Position: Q4 2022 in Review

Burleson & Co sold out of Aon (AON) in Q4 2022, closing a stake of 200 shares — an estimated $54K sold.

Burleson & Co first reported a position in AON in Q1 2021 and held it in 7 quarters. The position peaked at $76K in Q1 2021. 1,030 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Burleson & Co reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
  • Burleson & Co sold 200 Aon shares in Q4 2022, an estimated $54K.
  • Burleson & Co first reported a position in Aon in Q1 2021 and held it in 7 quarters.
  • Burleson & Co's Aon position peaked at $76K in Q1 2021.
  • 1,030 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.