Essex Savings Bank’s Aon AON Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-349	Closed	-$67K	–	203
2019 Q2	$67K	Buy	349 +189	+118%	+$34.3K	0.02%	404
2019 Q1	$27K	Hold	160	–	–	0.02%	374
2018 Q4	$23K	Buy	+160	New	+$24.8K	0.01%	385

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Essex Savings Bank's AON Position: Q3 2019 in Review

Essex Savings Bank sold out of Aon (AON) in Q3 2019, closing a stake of 349 shares — an estimated $67K sold.

Essex Savings Bank first reported a position in AON in Q4 2018 and held it in 3 quarters. The position peaked at $67K in Q2 2019. 728 funds tracked by Wall St. Rank hold AON as of Q3 2019.

Essex Savings Bank reported no remaining Aon position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 349 Aon shares in Q3 2019, an estimated $67K.
Essex Savings Bank first reported a position in Aon in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Aon position peaked at $67K in Q2 2019.
728 funds tracked by Wall St. Rank held Aon as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.