DI
AON icon

DFPG Investments’s Aon AON Stock Holding History

DFPG Investments’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
Q4 		$214K Sell
735
-155
-17% -$49.6K 0.02% 595
2023
Q3 		$295K Sell
890
-168
-16% -$55.6K 0.03% 475
2023
Q2 		$352K Sell
1,058
-41
-4% -$13.3K 0.03% 443
2023
Q1 		$347K Sell
1,099
-68
-6% -$21K 0.04% 401
2022
Q4 		$364K Buy
+1,167
New +$341K 0.06% 323

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DFPG Investments's AON Position: Q4 2023 in Review

DFPG Investments reduced its Aon (AON) stake by 17% in Q4 2023, selling an estimated $49.6K and leaving 735 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #595.

DFPG Investments first reported a position in AON in Q4 2022 and has held it in 5 quarters since. The position peaked at $364K in Q4 2022. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • DFPG Investments held 735 shares of Aon worth $214K as of Q4 2023.
  • DFPG Investments sold 155 Aon shares in Q4 2023, an estimated $49.6K.
  • Aon made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #595 holding.
  • DFPG Investments first reported a position in Aon in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Aon position peaked at $364K in Q4 2022.
  • 1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.