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 $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return