DA
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Duality Advisers’s Aon AON Stock Holding History

Duality Advisers’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
Q2 		– Sell
-2,076
Closed -$693K – 30
2024
Q1 		$693K Sell
2,076
-5,699
-73% -$1.77M 0.07% 408
2023
Q4 		$2.26M Buy
+7,775
New +$2.49M 0.24% 149
2023
Q1 		– Sell
-7,834
Closed -$2.35M – 546
2022
Q4 		$2.35M Buy
+7,834
New +$2.29M 0.27% 117
2022
Q1 		– Sell
-15,382
Closed -$4.62M – 625
2021
Q4 		$4.62M Buy
+15,382
New +$4.61M 0.5% 42
2021
Q3 		– Sell
-27,765
Closed -$6.63M – 520
2021
Q2 		$6.63M Buy
27,765
+19,249
+226% +$4.7M 0.59% 31
2021
Q1 		$1.96M Buy
8,516
+6,549
+333% +$1.44M 0.17% 226
2020
Q4 		$416K Buy
+1,967
New +$402K 0.03% 464
2019
Q4 		– Sell
-6,370
Closed -$1.23M – 374
2019
Q3 		$1.23M Buy
+6,370
New +$1.23M 0.07% 235
2019
Q2 		– Sell
-43,510
Closed -$7.43M – 226
2019
Q1 		$7.43M Sell
43,510
-6,500
-13% -$1.05M 0.44% 60
2018
Q4 		$7.27M Buy
+50,010
New +$7.77M 0.42% 62

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return