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Connectus Wealth’s Aon AON Stock Holding History

Connectus Wealth’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
2024
Q1 		$33M Sell
98,907
-229
-0.2% -$71K 0.9% 26
2023
Q4 		$28.9M Sell
99,136
-1,023
-1% -$327K 0.59% 39
2023
Q3 		$32.5M Buy
+100,159
New +$33.1M 0.72% 31
2023
Q2 		– Sell
-111,210
Closed -$35.1M – 450
2023
Q1 		$35.1M Sell
111,210
-2,444
-2% -$756K 0.86% 28
2022
Q4 		$34.1M Sell
113,654
-908
-0.8% -$265K 0.81% 33
2022
Q3 		$30.7M Sell
114,562
-1,244
-1% -$352K 0.64% 33
2022
Q2 		$31.2M Buy
+115,806
New +$33.3M 0.71% 32

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

Connectus Wealth's AON Position: Q1 2024 in Review

Connectus Wealth reduced its Aon (AON) stake by 0.23% in Q1 2024, selling an estimated $71K and leaving 98,907 shares worth $33M. The position accounts for 0.9% of the portfolio, ranked #26.

Connectus Wealth first reported a position in AON in Q2 2022 and has held it in 7 quarters since. The position peaked at $35.1M in Q1 2023. 1,080 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Connectus Wealth held 98,907 shares of Aon worth $33M as of Q1 2024.
  • Connectus Wealth sold 229 Aon shares in Q1 2024, an estimated $71K.
  • Aon made up 0.9% of Connectus Wealth's portfolio in Q1 2024, its #26 holding.
  • Connectus Wealth first reported a position in Aon in Q2 2022 and has held it in 7 quarters since.
  • Connectus Wealth's Aon position peaked at $35.1M in Q1 2023.
  • 1,080 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.