Compagnie Lombard Odier SCmA’s Aon AON Stock Holding History

Compagnie Lombard Odier SCmA’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
2023 Q1	–	Sell	-394	Closed	-$118K	–	617
2022 Q4	$118K	Buy	+394	New	+$115K	﹤0.01%	365
2022 Q3	–	Sell	-3,591	Closed	-$968K	–	637
2022 Q2	$968K	Hold	3,591	–	–	0.02%	157
2022 Q1	$1.17M	Hold	3,591	–	–	0.02%	146
2021 Q4	$1.08M	Sell	3,591 -640	-15%	-$192K	0.02%	177
2021 Q3	$1.21M	Sell	4,231 -1,905	-31%	-$512K	0.03%	164
2021 Q2	$1.47M	Buy	6,136 +1,446	+31%	+$353K	0.03%	153
2021 Q1	$1.08M	Buy	4,690 +3,510	+297%	+$773K	0.02%	197
2020 Q4	$249K	Buy	+1,180	New	+$241K	0.01%	308
2017 Q3	–	Sell	-200	Closed	-$27K	–	686
2017 Q2	$27K	Hold	200	–	–	﹤0.01%	590
2017 Q1	$24K	Sell	200 -900	-82%	-$104K	﹤0.01%	612
2016 Q4	$123K	Hold	1,100	–	–	﹤0.01%	492
2016 Q3	$123K	Hold	1,100	–	–	﹤0.01%	540
2016 Q2	$121K	Buy	+1,100	New	+$116K	﹤0.01%	542

Other funds holding AON

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

Massachusetts Financial Services

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Berkshire Hathaway

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