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Charter Oak Capital Management’s Aon AON Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-8
Closed -$2K – 199
2022
Q2 		$2K Hold
8
– – ﹤0.01% 816
2022
Q1 		$3K Buy
+8
New +$2.33K ﹤0.01% 821

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Capital World Investors
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State Street
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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Charter Oak Capital Management's AON Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Aon (AON) in Q3 2022, closing a stake of 8 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in AON in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 8 Aon shares in Q3 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Aon in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Aon position peaked at $3K in Q1 2022.
  • 944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.