DSM Capital Partners’s Aon AON Stock Holding History

DSM Capital Partners’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
2024 Q4	–	Sell	-181	Closed	-$62.6K	–	47
2024 Q3	$62.6K	Sell	181 -160	-47%	-$52.3K	﹤0.01%	59
2024 Q2	$100K	Buy	341 +160	+88%	+$47.3K	﹤0.01%	46
2024 Q1	$60.4K	Sell	181 -12,584	-99%	-$3.9M	﹤0.01%	66
2023 Q4	$3.71M	Sell	12,765 -4,696	-27%	-$1.5M	0.06%	34
2023 Q3	$5.66M	Sell	17,461 -2,410	-12%	-$797K	0.1%	33
2023 Q2	$6.86M	Sell	19,871 -164,824	-89%	-$53.5M	0.11%	31
2023 Q1	$58.2M	Sell	184,695 -221,459	-55%	-$68.5M	0.95%	29
2022 Q4	$122M	Sell	406,154 -64,077	-14%	-$18.7M	2.03%	24
2022 Q3	$126M	Buy	470,231 +1,852	+0.4%	+$524K	2.13%	18
2022 Q2	$126M	Sell	468,379 -2,734	-0.6%	-$786K	2.12%	15
2022 Q1	$153M	Sell	471,113 -28,394	-6%	-$8.26M	2.05%	17
2021 Q4	$150M	Sell	499,507 -205,666	-29%	-$61.7M	1.57%	21
2021 Q3	$202M	Sell	705,173 -15,973	-2%	-$4.29M	2.09%	13
2021 Q2	$172M	Sell	721,146 -43,359	-6%	-$10.6M	1.66%	16
2021 Q1	$176M	Sell	764,505 -76,694	-9%	-$16.9M	1.87%	15
2020 Q4	$178M	Buy	841,199 +3,168	+0.4%	+$647K	1.9%	17
2020 Q3	$173M	Sell	838,031 -39,499	-5%	-$7.89M	1.92%	14
2020 Q2	$169M	Buy	877,530 +496,263	+130%	+$92.5M	2.01%	15
2020 Q1	$62.9M	Buy	+381,267	New	+$78.1M	0.95%	25

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return