CDIA
AON icon

Capital Directions Investment Advisors’s Aon AON Stock Holding History

Capital Directions Investment Advisors’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
2020
Q4 		– Sell
-143
Closed -$30K – 190
2020
Q3 		$30K Hold
143
– – 0.01% 131
2020
Q2 		$28K Hold
143
– – 0.01% 134
2020
Q1 		$24K Hold
143
– – 0.01% 148
2019
Q4 		$30K Buy
+143
New +$28.3K 0.01% 162

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Directions Investment Advisors's AON Position: Q4 2020 in Review

Capital Directions Investment Advisors sold out of Aon (AON) in Q4 2020, closing a stake of 143 shares — an estimated $30K sold.

Capital Directions Investment Advisors first reported a position in AON in Q4 2019 and held it in 4 quarters. The position peaked at $30K in Q3 2020. 858 funds tracked by Wall St. Rank hold AON as of Q4 2020.

  • Capital Directions Investment Advisors reported no remaining Aon position as of Q4 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 143 Aon shares in Q4 2020, an estimated $30K.
  • Capital Directions Investment Advisors first reported a position in Aon in Q4 2019 and held it in 4 quarters.
  • Capital Directions Investment Advisors's Aon position peaked at $30K in Q3 2020.
  • 858 funds tracked by Wall St. Rank held Aon as of Q4 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.