Charles Schwab Trust’s Aon AON Stock Holding History

Charles Schwab Trust’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 Q1	–	Sell	-1,071	Closed	-$226K	–	179
2020 Q4	$226K	Buy	+1,071	New	+$219K	0.05%	178

Other funds holding AON

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

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

BlackRock New York $6.73T AUM 46.02% 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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Charles Schwab Trust's AON Position: Q1 2021 in Review

Charles Schwab Trust sold out of Aon (AON) in Q1 2021, closing a stake of 1,071 shares — an estimated $226K sold.

Charles Schwab Trust first reported a position in AON in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 914 funds tracked by Wall St. Rank hold AON as of Q1 2021.

Charles Schwab Trust reported no remaining Aon position as of Q1 2021 after selling out during the quarter.
Charles Schwab Trust sold 1,071 Aon shares in Q1 2021, an estimated $226K.
Charles Schwab Trust first reported a position in Aon in Q4 2020 and held it in 1 quarter.
Charles Schwab Trust's Aon position peaked at $226K in Q4 2020.
914 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on Charles Schwab Trust's 13F filing for Q1 2021, filed 14 Apr 2021.