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Delos Wealth Advisors’s Aon AON Stock Holding History

Delos Wealth Advisors’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
Q3 		– Sell
-9
Closed -$2.64K – 203
2024
Q2 		$2.64K Hold
9
– – ﹤0.01% 196
2024
Q1 		$3K Buy
+9
New +$2.79K ﹤0.01% 189
2022
Q1 		– Sell
-52
Closed -$16K – 255
2021
Q4 		$16K Buy
+52
New +$15.6K 0.02% 147

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Delos Wealth Advisors's AON Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Aon (AON) in Q3 2024, closing a stake of 9 shares — an estimated $2.64K sold.

Delos Wealth Advisors first reported a position in AON in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 9 Aon shares in Q3 2024, an estimated $2.64K.
  • Delos Wealth Advisors first reported a position in Aon in Q4 2021 and held it in 3 quarters.
  • Delos Wealth Advisors's Aon position peaked at $16K in Q4 2021.
  • 1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.