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Dowling & Yahnke’s Aon AON Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$219K Buy
819
+32
+4% +$9.05K 0.01% 343
2022
Q2 		$212K Sell
787
-95
-11% -$27.3K 0.01% 346
2022
Q1 		$287K Buy
882
+95
+12% +$27.6K 0.01% 320
2021
Q4 		$237K Hold
787
– – 0.01% 352
2021
Q3 		$225K Buy
+787
New +$211K 0.01% 338

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Dowling & Yahnke's AON Position: Q3 2022 in Review

Dowling & Yahnke increased its Aon (AON) stake by 4.1% in Q3 2022, buying an estimated $9.05K and bringing the position to 819 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #343.

Dowling & Yahnke first reported a position in AON in Q3 2021 and has held it in 5 quarters since. The position peaked at $287K in Q1 2022. 943 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Dowling & Yahnke held 819 shares of Aon worth $219K as of Q3 2022.
  • Dowling & Yahnke bought 32 Aon shares in Q3 2022, an estimated $9.05K.
  • Aon made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #343 holding.
  • Dowling & Yahnke first reported a position in Aon in Q3 2021 and has held it in 5 quarters since.
  • Dowling & Yahnke's Aon position peaked at $287K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.