EDRH
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Edmond de Rothschild Holding’s Aon AON Stock Holding History

Edmond de Rothschild Holding’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
2018
Q4 		– Sell
-965
Closed -$148K – 681
2018
Q3 		$148K Sell
965
-587
-38% -$85.9K ﹤0.01% 483
2018
Q2 		$213K Sell
1,552
-2,321
-60% -$327K 0.01% 460
2018
Q1 		$544K Buy
3,873
+625
+19% +$87.5K 0.02% 342
2017
Q4 		$435K Sell
3,248
-2,418
-43% -$344K 0.01% 383
2017
Q3 		$827K Sell
5,666
-3,199
-36% -$446K 0.02% 296
2017
Q2 		$1.18M Sell
8,865
-3,278
-27% -$414K 0.03% 261
2017
Q1 		$1.44M Sell
12,143
-9,876
-45% -$1.14M 0.04% 244
2016
Q4 		$2.46M Sell
22,019
-2,028
-8% -$226K 0.07% 183
2016
Q3 		$2.71M Sell
24,047
-496
-2% -$54.7K 0.08% 174
2016
Q2 		$2.68M Sell
24,543
-1,834
-7% -$194K 0.09% 173
2016
Q1 		$2.75M Sell
26,377
-5,406
-17% -$507K 0.09% 168
2015
Q4 		$2.93M Sell
31,783
-1,207
-4% -$112K 0.08% 173
2015
Q3 		$2.92M Sell
32,990
-1,087
-3% -$105K 0.07% 170
2015
Q2 		$3.4M Buy
+34,077
New +$3.41M 0.07% 163

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return