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Destination Wealth Management’s Aon AON Stock Holding History

Destination Wealth Management’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
2019
Q2 		– Sell
-56
Closed -$10K – 567
2019
Q1 		$10K Buy
+56
New +$9.08K ﹤0.01% 468
2018
Q2 		– Sell
-137
Closed -$19K – 513
2018
Q1 		$19K Buy
+137
New +$19.2K ﹤0.01% 335

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Destination Wealth Management's AON Position: Q2 2019 in Review

Destination Wealth Management sold out of Aon (AON) in Q2 2019, closing a stake of 56 shares — an estimated $10K sold.

Destination Wealth Management first reported a position in AON in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 696 funds tracked by Wall St. Rank hold AON as of Q2 2019.

  • Destination Wealth Management reported no remaining Aon position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 56 Aon shares in Q2 2019, an estimated $10K.
  • Destination Wealth Management first reported a position in Aon in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's Aon position peaked at $19K in Q1 2018.
  • 696 funds tracked by Wall St. Rank held Aon as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.