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Doyle Wealth Management’s Aon AON Stock Holding History

Doyle 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
Q3 		– Sell
-36
Closed -$7K – 232
2019
Q2 		$7K Buy
+36
New +$6.52K ﹤0.01% 683
2019
Q1 		– Sell
-35
Closed -$5K – 223
2018
Q4 		$5K Buy
+35
New +$5.44K ﹤0.01% 711

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Doyle Wealth Management's AON Position: Q3 2019 in Review

Doyle Wealth Management sold out of Aon (AON) in Q3 2019, closing a stake of 36 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in AON in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 727 funds tracked by Wall St. Rank hold AON as of Q3 2019.

  • Doyle Wealth Management reported no remaining Aon position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 36 Aon shares in Q3 2019, an estimated $7K.
  • Doyle Wealth Management first reported a position in Aon in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Aon position peaked at $7K in Q2 2019.
  • 727 funds tracked by Wall St. Rank held Aon as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.