EWM
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Evercore Wealth Management’s Aon AON Stock Holding History

Evercore 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
Q1 		– Sell
-405
Closed -$54K – 378
2017
Q4 		$54K Sell
405
-100
-20% -$14.2K ﹤0.01% 570
2017
Q3 		$74K Hold
505
– – ﹤0.01% 517
2017
Q2 		$67K Buy
505
+100
+25% +$12.6K ﹤0.01% 538
2017
Q1 		$48K Sell
405
-16
-4% -$1.85K ﹤0.01% 604
2016
Q4 		$47K Buy
421
+16
+4% +$1.78K ﹤0.01% 617
2016
Q3 		$46K Hold
405
– – ﹤0.01% 616
2016
Q2 		$44K Buy
405
+55
+16% +$5.82K ﹤0.01% 603
2016
Q1 		$37K Hold
350
– – ﹤0.01% 622
2015
Q4 		$32K Hold
350
– – ﹤0.01% 672
2015
Q3 		$31K Sell
350
-45
-11% -$4.36K ﹤0.01% 661
2015
Q2 		$39K Hold
395
– – ﹤0.01% 675
2015
Q1 		$38K Sell
395
-305
-44% -$29.5K ﹤0.01% 668
2014
Q4 		$66K Sell
700
-1,350
-66% -$121K ﹤0.01% 523
2014
Q3 		$180K Buy
2,050
+1,326
+183% +$116K 0.01% 415
2014
Q2 		$65K Buy
724
+24
+3% +$2.08K ﹤0.01% 575
2014
Q1 		$59K Buy
+700
New +$58.3K ﹤0.01% 571
2013
Q4 		– Sell
-42
Closed -$4K – 847
2013
Q3 		$4K Buy
+42
New +$2.88K ﹤0.01% 874

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Evercore Wealth Management's AON Position: Q1 2018 in Review

Evercore Wealth Management sold out of Aon (AON) in Q1 2018, closing a stake of 405 shares — an estimated $54K sold.

Evercore Wealth Management first reported a position in AON in Q3 2013 and held it in 17 quarters. The position peaked at $180K in Q3 2014. 634 funds tracked by Wall St. Rank hold AON as of Q1 2018.

  • Evercore Wealth Management reported no remaining Aon position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 405 Aon shares in Q1 2018, an estimated $54K.
  • Evercore Wealth Management first reported a position in Aon in Q3 2013 and held it in 17 quarters.
  • Evercore Wealth Management's Aon position peaked at $180K in Q3 2014.
  • 634 funds tracked by Wall St. Rank held Aon as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.