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Engrave Wealth Partners’s Aon AON Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-14
Closed -$2K – 74
2020
Q2 		$2K Sell
14
-28
-67% -$5.22K ﹤0.01% 381
2020
Q1 		$6K Sell
42
-68
-62% -$13.9K 0.01% 247
2019
Q4 		$22K Buy
+110
New +$21.8K 0.02% 204

Other funds holding AON

Massachusetts Financial Services
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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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Engrave Wealth Partners's AON Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Aon (AON) in Q3 2020, closing a stake of 14 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in AON in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 803 funds tracked by Wall St. Rank hold AON as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Aon position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 14 Aon shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Aon in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Aon position peaked at $22K in Q4 2019.
  • 803 funds tracked by Wall St. Rank held Aon as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.