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Ergoteles’s Aon AON Stock Holding History

Ergoteles’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
2023
Q1 		– Sell
-81,845
Closed -$24.6M – 1224
2022
Q4 		$24.6M Buy
81,845
+80,589
+6,416% +$23.5M 0.9% 12
2022
Q3 		$336K Buy
+1,256
New +$355K 0.01% 929
2022
Q1 		– Sell
-6,361
Closed -$1.91M – 1191
2021
Q4 		$1.91M Buy
+6,361
New +$1.91M 0.07% 264
2021
Q3 		– Sell
-16,796
Closed -$4.01M – 1179
2021
Q2 		$4.01M Buy
+16,796
New +$4.1M 0.09% 260
2021
Q1 		– Sell
-53,427
Closed -$11.3M – 787
2020
Q4 		$11.3M Buy
+53,427
New +$10.9M 0.37% 67

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Ergoteles's AON Position: Q1 2023 in Review

Ergoteles sold out of Aon (AON) in Q1 2023, closing a stake of 81,845 shares — an estimated $24.6M sold.

Ergoteles first reported a position in AON in Q4 2020 and held it in 5 quarters. The position peaked at $24.6M in Q4 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • Ergoteles reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 81,845 Aon shares in Q1 2023, an estimated $24.6M.
  • Ergoteles first reported a position in Aon in Q4 2020 and held it in 5 quarters.
  • Ergoteles's Aon position peaked at $24.6M in Q4 2022.
  • 1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.