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Edmond de Rothschild (Europe)’s Aon AON Stock Holding History

Edmond de Rothschild (Europe)’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
2016
Q3 		$2.62M Sell
23,290
-567
-2% -$62.5K 1.06% 22
2016
Q2 		$2.61M Sell
23,857
-1,834
-7% -$194K 1.31% 15
2016
Q1 		$2.68M Sell
25,691
-5,406
-17% -$507K 1.4% 15
2015
Q4 		$2.87M Sell
31,097
-1,207
-4% -$112K 1.24% 21
2015
Q3 		$2.86M Sell
32,304
-1,773
-5% -$172K 1.33% 16
2015
Q2 		$3.4M Buy
+34,077
New +$3.41M 1.09% 31

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Edmond de Rothschild (Europe)'s AON Position: Q3 2016 in Review

Edmond de Rothschild (Europe) reduced its Aon (AON) stake by 2.4% in Q3 2016, selling an estimated $62.5K and leaving 23,290 shares worth $2.62M. The position accounts for 1.06% of the portfolio, ranked #22.

Edmond de Rothschild (Europe) first reported a position in AON in Q2 2015 and has held it in 6 quarters since. The position peaked at $3.4M in Q2 2015. 524 funds tracked by Wall St. Rank hold AON as of Q3 2016.

  • Edmond de Rothschild (Europe) held 23,290 shares of Aon worth $2.62M as of Q3 2016.
  • Edmond de Rothschild (Europe) sold 567 Aon shares in Q3 2016, an estimated $62.5K.
  • Aon made up 1.06% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #22 holding.
  • Edmond de Rothschild (Europe) first reported a position in Aon in Q2 2015 and has held it in 6 quarters since.
  • Edmond de Rothschild (Europe)'s Aon position peaked at $3.4M in Q2 2015.
  • 524 funds tracked by Wall St. Rank held Aon as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.