Capital Asset Advisory Services’s Aon AON Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-178	Closed	-$38K	–	708
2020 Q4	$38K	Buy	+178	New	+$36.3K	0.01%	684
2020 Q1	–	Sell	-2,072	Closed	-$480K	–	512
2019 Q4	$480K	Buy	+2,072	New	+$410K	0.11%	176

Other funds holding AON

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Capital Asset Advisory Services's AON Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Aon (AON) in Q1 2021, closing a stake of 178 shares — an estimated $38K sold.

Capital Asset Advisory Services first reported a position in AON in Q4 2019 and held it in 2 quarters. The position peaked at $480K in Q4 2019. 914 funds tracked by Wall St. Rank hold AON as of Q1 2021.

Capital Asset Advisory Services reported no remaining Aon position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 178 Aon shares in Q1 2021, an estimated $38K.
Capital Asset Advisory Services first reported a position in Aon in Q4 2019 and held it in 2 quarters.
Capital Asset Advisory Services's Aon position peaked at $480K in Q4 2019.
914 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.