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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 $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Edmond de Rothschild Holding's AON Position: Q4 2018 in Review

Edmond de Rothschild Holding sold out of Aon (AON) in Q4 2018, closing a stake of 965 shares — an estimated $148K sold.

Edmond de Rothschild Holding first reported a position in AON in Q2 2015 and held it in 14 quarters. The position peaked at $3.4M in Q2 2015. 689 funds tracked by Wall St. Rank hold AON as of Q4 2018.

  • Edmond de Rothschild Holding reported no remaining Aon position as of Q4 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 965 Aon shares in Q4 2018, an estimated $148K.
  • Edmond de Rothschild Holding first reported a position in Aon in Q2 2015 and held it in 14 quarters.
  • Edmond de Rothschild Holding's Aon position peaked at $3.4M in Q2 2015.
  • 689 funds tracked by Wall St. Rank held Aon as of Q4 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2018, filed 14 Feb 2019.