EWM
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Endurance Wealth Management’s Aon AON Stock Holding History

Endurance Wealth Management’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
Q2 		– Sell
-226
Closed -$32K – 489
2018
Q1 		$32K Hold
226
– – 0.01% 315
2017
Q4 		$30K Hold
226
– – ﹤0.01% 309
2017
Q3 		$33K Hold
226
– – 0.01% 297
2017
Q2 		$30K Hold
226
– – 0.01% 317
2017
Q1 		$27K Hold
226
– – ﹤0.01% 327
2016
Q4 		$25K Hold
226
– – ﹤0.01% 322
2016
Q3 		$25K Hold
226
– – ﹤0.01% 322
2016
Q2 		$25K Hold
226
– – ﹤0.01% 310
2016
Q1 		$24 Hold
226
– – ﹤0.01% 321
2015
Q4 		$21K Hold
226
– – ﹤0.01% 334
2015
Q3 		$21K Hold
226
– – ﹤0.01% 332
2015
Q2 		$23K Buy
+226
New +$22.6K ﹤0.01% 341

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return