Cary Street Partners Asset Management’s Aon AON Stock Holding History

Cary Street Partners Asset 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 Q2	–	Sell	-280	Closed	-$88.3K	–	201
2023 Q1	$88.3K	Sell	280 -200	-42%	-$61.9K	0.02%	202
2022 Q4	$144K	Hold	480	–	–	0.03%	198
2022 Q3	$129K	Buy	+480	New	+$136K	0.03%	174
2021 Q2	–	Sell	-47,523	Closed	-$128K	–	161
2021 Q1	$128K	Buy	47,523 +3,888	+9%	+$856K	0.03%	170
2020 Q4	$112K	Buy	+43,635	New	+$8.91M	0.03%	158

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cary Street Partners Asset Management's AON Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Aon (AON) in Q2 2023, closing a stake of 280 shares — an estimated $88.3K sold.

Cary Street Partners Asset Management first reported a position in AON in Q4 2020 and held it in 5 quarters. The position peaked at $144K in Q4 2022. 1,018 funds tracked by Wall St. Rank hold AON as of Q2 2023.

Cary Street Partners Asset Management reported no remaining Aon position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 280 Aon shares in Q2 2023, an estimated $88.3K.
Cary Street Partners Asset Management first reported a position in Aon in Q4 2020 and held it in 5 quarters.
Cary Street Partners Asset Management's Aon position peaked at $144K in Q4 2022.
1,018 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.