DAS
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Dynamic Advisor Solutions’s Aon AON Stock Holding History

Dynamic Advisor Solutions’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
-2,655
Closed -$886K – 949
2024
Q1 		$886K Buy
2,655
+103
+4% +$31.9K 0.03% 466
2023
Q4 		$739K Buy
2,552
+143
+6% +$45.8K 0.03% 485
2023
Q3 		$781K Buy
2,409
+291
+14% +$96.3K 0.04% 410
2023
Q2 		$731K Sell
2,118
-160
-7% -$52K 0.04% 412
2023
Q1 		$718K Sell
2,278
-316
-12% -$97.8K 0.04% 397
2022
Q4 		$779K Buy
2,594
+568
+28% +$166K 0.05% 325
2022
Q3 		$543K Hold
2,026
– – 0.04% 376
2022
Q2 		$546K Buy
2,026
+7
+0.3% +$2.01K 0.04% 374
2022
Q1 		$658K Sell
2,019
-21
-1% -$6.11K 0.05% 369
2021
Q4 		$613K Buy
2,040
+128
+7% +$38.4K 0.04% 378
2021
Q3 		$546K Buy
1,912
+155
+9% +$41.6K 0.04% 422
2021
Q2 		$420K Buy
1,757
+18
+1% +$4.4K 0.03% 467
2021
Q1 		$400K Sell
1,739
-12
-0.7% -$2.64K 0.04% 432
2020
Q4 		$370K Buy
1,751
+27
+2% +$5.51K 0.03% 447
2020
Q3 		$356K Sell
1,724
-37
-2% -$7.39K 0.04% 380
2020
Q2 		$339K Sell
1,761
-6
-0.3% -$1.12K 0.05% 362
2020
Q1 		$292K Buy
+1,767
New +$362K 0.05% 340

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