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Disciplined Investments’s Aon AON Stock Holding History

Disciplined 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
Q3 		– Sell
-8
Closed -$2.76K – 193
2023
Q2 		$2.76K Sell
8
-1
-11% -$325 ﹤0.01% 539
2023
Q1 		$2.84K Sell
9
-2
-18% -$619 ﹤0.01% 539
2022
Q4 		$3.3K Buy
11
+2
+22% +$584 ﹤0.01% 468
2022
Q3 		$2K Buy
9
+3
+50% +$848 ﹤0.01% 573
2022
Q2 		$2K Sell
6
-2
-25% -$575 ﹤0.01% 598
2022
Q1 		$3K Buy
+8
New +$2.33K ﹤0.01% 539

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Disciplined Investments's AON Position: Q3 2023 in Review

Disciplined Investments sold out of Aon (AON) in Q3 2023, closing a stake of 8 shares — an estimated $2.76K sold.

Disciplined Investments first reported a position in AON in Q1 2022 and held it in 6 quarters. The position peaked at $3.3K in Q4 2022. 1,042 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • Disciplined Investments reported no remaining Aon position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Aon shares in Q3 2023, an estimated $2.76K.
  • Disciplined Investments first reported a position in Aon in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Aon position peaked at $3.3K in Q4 2022.
  • 1,042 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.