Cassia Capital Partners’s Aon AON Stock Holding History

Cassia Capital Partners’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	-4,782	Closed	-$1.37M	–	69
2021 Q3	$1.37M	Buy	+4,782	New	+$1.28M	0.94%	55

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

Cassia Capital Partners's AON Position: Q4 2021 in Review

Cassia Capital Partners sold out of Aon (AON) in Q4 2021, closing a stake of 4,782 shares — an estimated $1.37M sold.

Cassia Capital Partners first reported a position in AON in Q3 2021 and held it in 1 quarter. The position peaked at $1.37M in Q3 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

Cassia Capital Partners reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
Cassia Capital Partners sold 4,782 Aon shares in Q4 2021, an estimated $1.37M.
Cassia Capital Partners first reported a position in Aon in Q3 2021 and held it in 1 quarter.
Cassia Capital Partners's Aon position peaked at $1.37M in Q3 2021.
989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.