Cerity Partners OCIO’s Aon AON Stock Holding History

Cerity Partners OCIO’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
2022 Q4	$446K	Sell	1,485 -20	-1%	-$5.84K	0.01%	320
2022 Q3	$403K	Buy	1,505 +42	+3%	+$11.9K	0.01%	333
2022 Q2	$394K	Sell	1,463 -192	-12%	-$55.2K	0.01%	329
2022 Q1	$539K	Hold	1,655	–	–	0.02%	310
2021 Q4	$497K	Hold	1,655	–	–	0.01%	313
2021 Q3	$473K	Sell	1,655 -28	-2%	-$7.52K	0.02%	313
2021 Q2	$402K	Buy	1,683 +120	+8%	+$29.3K	0.01%	324
2021 Q1	$360K	Hold	1,563	–	–	0.01%	318
2020 Q4	$330K	Hold	1,563	–	–	0.01%	307
2020 Q3	$322K	Buy	1,563 +421	+37%	+$84.1K	0.01%	283
2020 Q2	$220K	Buy	+1,142	New	+$213K	0.01%	310
2020 Q1	–	Sell	-975	Closed	-$224K	–	298
2019 Q4	$224K	Buy	+975	New	+$193K	0.01%	313

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 $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Cerity Partners OCIO's AON Position: Q4 2022 in Review

Cerity Partners OCIO reduced its Aon (AON) stake by 1.3% in Q4 2022, selling an estimated $5.84K and leaving 1,485 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #320.

Cerity Partners OCIO first reported a position in AON in Q4 2019 and has held it in 12 quarters since. The position peaked at $539K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

Cerity Partners OCIO held 1,485 shares of Aon worth $446K as of Q4 2022.
Cerity Partners OCIO sold 20 Aon shares in Q4 2022, an estimated $5.84K.
Aon made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #320 holding.
Cerity Partners OCIO first reported a position in Aon in Q4 2019 and has held it in 12 quarters since.
Cerity Partners OCIO's Aon position peaked at $539K in Q1 2022.
1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.