Envestnet Asset Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153M | Sell |
428,491
-32,669
| -7% | -$11.7M | 0.04% | 380 |
|
|
2025
Q1 | $184M | Buy |
461,160
+92,600
| +25% | +$37M | 0.06% | 308 |
|
|
2024
Q4 | $132M | Sell |
368,560
-6,590
| -2% | -$2.37M | 0.04% | 385 |
|
|
2024
Q3 | $130M | Buy |
375,150
+16,185
| +5% | +$5.6M | 0.04% | 404 |
|
|
2024
Q2 | $105M | Sell |
358,965
-10,636
| -3% | -$3.12M | 0.04% | 436 |
|
|
2024
Q1 | $123M | Buy |
369,601
+15,357
| +4% | +$5.12M | 0.05% | 389 |
|
|
2023
Q4 | $103M | Sell |
354,244
-38,200
| -10% | -$11.1M | 0.04% | 406 |
|
|
2023
Q3 | $127M | Buy |
392,444
+147,245
| +60% | +$47.7M | 0.06% | 312 |
|
|
2023
Q2 | $84.6M | Sell |
245,199
-7,415
| -3% | -$2.56M | 0.04% | 386 |
|
|
2023
Q1 | $79.6M | Buy |
252,614
+5,572
| +2% | +$1.76M | 0.04% | 376 |
|
|
2022
Q4 | $74.1M | Buy |
247,042
+3,887
| +2% | +$1.17M | 0.04% | 376 |
|
|
2022
Q3 | $65.1M | Buy |
243,155
+12,208
| +5% | +$3.27M | 0.04% | 370 |
|
|
2022
Q2 | $62.3M | Sell |
230,947
-3,237
| -1% | -$873K | 0.03% | 381 |
|
|
2022
Q1 | $76.3M | Buy |
234,184
+28,780
| +14% | +$9.37M | 0.04% | 368 |
|
|
2021
Q4 | $61.7M | Buy |
205,404
+4,244
| +2% | +$1.28M | 0.03% | 420 |
|
|
2021
Q3 | $57.5M | Sell |
201,160
-4,793
| -2% | -$1.37M | 0.03% | 413 |
|
|
2021
Q2 | $49.2M | Sell |
205,953
-1,151
| -0.6% | -$275K | 0.03% | 463 |
|
|
2021
Q1 | $47.7M | Buy |
207,104
+45,629
| +28% | +$10.5M | 0.03% | 428 |
|
|
2020
Q4 | $34.1M | Sell |
161,475
-107,410
| -40% | -$22.7M | 0.03% | 453 |
|
|
2020
Q3 | $55.5M | Buy |
268,885
+72,398
| +37% | +$14.9M | 0.05% | 286 |
|
|
2020
Q2 | $37.8M | Buy |
+196,487
| New | +$37.8M | 0.04% | 344 |
|
|
2020
Q1 | – | Sell |
-162,623
| Closed | -$33.9M | – | 2968 |
|
|
2019
Q4 | $33.9M | Buy |
162,623
+61,206
| +60% | +$12.7M | 0.04% | 355 |
|
|
2019
Q3 | $19.6M | Buy |
101,417
+491
| +0.5% | +$95K | 0.02% | 501 |
|
|
2019
Q2 | $19.5M | Buy |
100,926
+15,284
| +18% | +$2.95M | 0.02% | 480 |
|
|
2019
Q1 | $14.6M | Buy |
85,642
+14,258
| +20% | +$2.43M | 0.02% | 550 |
|
|
2018
Q4 | $10.4M | Buy |
71,384
+68,977
| +2,866% | +$10M | 0.02% | 594 |
|
|
2018
Q3 | $370K | Sell |
2,407
-20,315
| -89% | -$3.12M | ﹤0.01% | 993 |
|
|
2018
Q2 | $3.12M | Buy |
22,722
+1,193
| +6% | +$164K | 0.01% | 645 |
|
|
2018
Q1 | $3.02M | Sell |
21,529
-4,394
| -17% | -$617K | 0.01% | 560 |
|
|
2017
Q4 | $3.47M | Sell |
25,923
-26,729
| -51% | -$3.58M | 0.01% | 720 |
|
|
2017
Q3 | $7.7M | Sell |
52,652
-3,864
| -7% | -$565K | 0.02% | 436 |
|
|
2017
Q2 | $7.52M | Sell |
56,516
-9,950
| -15% | -$1.32M | 0.02% | 449 |
|
|
2017
Q1 | $7.89M | Sell |
66,466
-365
| -0.5% | -$43.3K | 0.03% | 424 |
|
|
2016
Q4 | $7.46M | Sell |
66,831
-3,483
| -5% | -$389K | 0.03% | 417 |
|
|
2016
Q3 | $7.91M | Sell |
70,314
-4,666
| -6% | -$525K | 0.03% | 427 |
|
|
2016
Q2 | $8.19M | Buy |
74,980
+10,959
| +17% | +$1.2M | 0.03% | 453 |
|
|
2016
Q1 | $6.69M | Buy |
64,021
+8,197
| +15% | +$856K | 0.03% | 487 |
|
|
2015
Q4 | $5.15M | Sell |
55,824
-24
| -0% | -$2.21K | 0.02% | 567 |
|
|
2015
Q3 | $4.95M | Buy |
55,848
+5,816
| +12% | +$515K | 0.02% | 563 |
|
|
2015
Q2 | $4.99M | Buy |
50,032
+20,176
| +68% | +$2.01M | 0.02% | 601 |
|
|
2015
Q1 | $2.87M | Buy |
29,856
+28,026
| +1,531% | +$2.69M | 0.01% | 801 |
|
|
2014
Q4 | $174K | Buy |
1,830
+84
| +5% | +$7.99K | ﹤0.01% | 1036 |
|
|
2014
Q3 | $153K | Sell |
1,746
-340
| -16% | -$29.8K | ﹤0.01% | 1172 |
|
|
2014
Q2 | $188K | Buy |
2,086
+254
| +14% | +$22.9K | ﹤0.01% | 1016 |
|
|
2014
Q1 | $154K | Sell |
1,832
-6,993
| -79% | -$588K | ﹤0.01% | 989 |
|
|
2013
Q4 | $740K | Buy |
8,825
+219
| +3% | +$18.4K | 0.01% | 525 |
|
|
2013
Q3 | $641K | Sell |
8,606
-233
| -3% | -$17.4K | 0.01% | 554 |
|
|
2013
Q2 | $569K | Buy |
+8,839
| New | +$569K | 0.01% | 549 |
|