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Capital Square’s Aon AON Stock Holding History

Capital Square’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
Q4 		– Sell
-1,110
Closed -$323K – 157
2021
Q3 		$323K Buy
+1,110
New +$298K 0.23% 114
2021
Q2 		– Sell
-1,310
Closed -$310K – 145
2021
Q1 		$310K Hold
1,310
– – 0.23% 117
2020
Q4 		$276K Buy
+1,310
New +$267K 0.23% 119

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Square's AON Position: Q4 2021 in Review

Capital Square sold out of Aon (AON) in Q4 2021, closing a stake of 1,110 shares — an estimated $323K sold.

Capital Square first reported a position in AON in Q4 2020 and held it in 3 quarters. The position peaked at $323K in Q3 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Capital Square reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Capital Square sold 1,110 Aon shares in Q4 2021, an estimated $323K.
  • Capital Square first reported a position in Aon in Q4 2020 and held it in 3 quarters.
  • Capital Square's Aon position peaked at $323K in Q3 2021.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Capital Square's 13F filing for Q4 2021, filed 18 Jan 2022.