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Calamos Wealth Management’s Aon AON Stock Holding History

Calamos Wealth Management’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
2023
Q4 		– Sell
-3,524
Closed -$1.14M – 317
2023
Q3 		$1.14M Buy
3,524
+135
+4% +$44.7K 0.09% 129
2023
Q2 		$1.17M Sell
3,389
-39
-1% -$12.7K 0.09% 130
2023
Q1 		$1.08M Sell
3,428
-188
-5% -$58.2K 0.08% 128
2022
Q4 		$1.09M Sell
3,616
-93
-3% -$27.2K 0.08% 131
2022
Q3 		$994K Buy
+3,709
New +$1.05M 0.09% 139

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calamos Wealth Management's AON Position: Q4 2023 in Review

Calamos Wealth Management sold out of Aon (AON) in Q4 2023, closing a stake of 3,524 shares — an estimated $1.14M sold.

Calamos Wealth Management first reported a position in AON in Q3 2022 and held it in 5 quarters. The position peaked at $1.17M in Q2 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Calamos Wealth Management reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
  • Calamos Wealth Management sold 3,524 Aon shares in Q4 2023, an estimated $1.14M.
  • Calamos Wealth Management first reported a position in Aon in Q3 2022 and held it in 5 quarters.
  • Calamos Wealth Management's Aon position peaked at $1.17M in Q2 2023.
  • 1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Calamos Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.