Counterpoint Mutual Funds’s Aon AON Stock Holding History

Counterpoint Mutual Funds’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 Q3	–	Sell	-370	Closed	-$128K	–	299
2023 Q2	$128K	Buy	+370	New	+$120K	0.12%	98

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Counterpoint Mutual Funds's AON Position: Q3 2023 in Review

Counterpoint Mutual Funds sold out of Aon (AON) in Q3 2023, closing a stake of 370 shares — an estimated $128K sold.

Counterpoint Mutual Funds first reported a position in AON in Q2 2023 and held it in 1 quarter. The position peaked at $128K in Q2 2023. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

Counterpoint Mutual Funds reported no remaining Aon position as of Q3 2023 after selling out during the quarter.
Counterpoint Mutual Funds sold 370 Aon shares in Q3 2023, an estimated $128K.
Counterpoint Mutual Funds first reported a position in Aon in Q2 2023 and held it in 1 quarter.
Counterpoint Mutual Funds's Aon position peaked at $128K in Q2 2023.
1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2023, filed 18 Oct 2023.