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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
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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 $60.7B AUM 22.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return