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Chesapeake Wealth Management’s Aon AON Stock Holding History

Chesapeake Wealth 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
2021
Q3 		– Sell
-1,133
Closed -$270K – 203
2021
Q2 		$270K Sell
1,133
-296
-21% -$72.3K 0.09% 189
2021
Q1 		$328K Sell
1,429
-898
-39% -$198K 0.11% 172
2020
Q4 		$492K Buy
2,327
+51
+2% +$10.4K 0.17% 128
2020
Q3 		$469K Buy
2,276
+425
+23% +$84.9K 0.18% 121
2020
Q2 		$357K Buy
1,851
+189
+11% +$35.2K 0.14% 142
2020
Q1 		$274K Buy
1,662
+258
+18% +$52.8K 0.13% 148
2019
Q4 		$292K Buy
1,404
+349
+33% +$69.1K 0.11% 163
2019
Q3 		$204K Buy
+1,055
New +$204K 0.08% 177

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Chesapeake Wealth Management's AON Position: Q3 2021 in Review

Chesapeake Wealth Management sold out of Aon (AON) in Q3 2021, closing a stake of 1,133 shares — an estimated $270K sold.

Chesapeake Wealth Management first reported a position in AON in Q3 2019 and held it in 8 quarters. The position peaked at $492K in Q4 2020. 912 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Chesapeake Wealth Management reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
  • Chesapeake Wealth Management sold 1,133 Aon shares in Q3 2021, an estimated $270K.
  • Chesapeake Wealth Management first reported a position in Aon in Q3 2019 and held it in 8 quarters.
  • Chesapeake Wealth Management's Aon position peaked at $492K in Q4 2020.
  • 912 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Chesapeake Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.