City State Bank’s Aon AON Stock Holding History

City State Bank’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	–	Sell	-100	Closed	-$27K	–	657
2022 Q3	$27K	Hold	100	–	–	0.02%	316
2022 Q2	$27K	Hold	100	–	–	0.02%	321
2022 Q1	$33K	Hold	100	–	–	0.02%	324
2021 Q4	$30K	Buy	+100	New	+$30K	0.02%	341

Other funds holding AON

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

City State Bank's AON Position: Q4 2022 in Review

City State Bank sold out of Aon (AON) in Q4 2022, closing a stake of 100 shares — an estimated $27K sold.

City State Bank first reported a position in AON in Q4 2021 and held it in 4 quarters. The position peaked at $33K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

City State Bank reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
City State Bank sold 100 Aon shares in Q4 2022, an estimated $27K.
City State Bank first reported a position in Aon in Q4 2021 and held it in 4 quarters.
City State Bank's Aon position peaked at $33K in Q1 2022.
1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on City State Bank's 13F filing for Q4 2022, filed 12 Jan 2023.