Everence Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Sell |
4,406
-1,027
| -19% | -$341K | 0.09% | 189 |
|
|
2025
Q4 | $1.92M | Sell |
5,433
-422
| -7% | -$147K | 0.11% | 140 |
|
|
2025
Q3 | $2.09M | Buy |
5,855
+2,075
| +55% | +$751K | 0.13% | 135 |
|
|
2025
Q2 | $1.35M | Sell |
3,780
-1,740
| -32% | -$630K | 0.09% | 190 |
|
|
2025
Q1 | $2.2M | Buy |
5,520
+150
| +3% | +$57.5K | 0.15% | 125 |
|
|
2024
Q4 | $1.93M | Buy |
5,370
+2,810
| +110% | +$1.03M | 0.13% | 136 |
|
|
2024
Q3 | $886K | Sell |
2,560
-4,280
| -63% | -$1.4M | 0.06% | 262 |
|
|
2024
Q2 | $1.93K | Hold |
6,840
| – | – | 0.13% | 138 |
|
|
2024
Q1 | $2.28K | Hold |
6,840
| – | – | 0.15% | 124 |
|
|
2023
Q4 | $1.99M | Buy |
6,840
+1,300
| +23% | +$416K | 0.14% | 136 |
|
|
2023
Q3 | $1.8K | Hold |
5,540
| – | – | 0.14% | 130 |
|
|
2023
Q2 | $1.71M | Hold |
5,540
| – | – | 0.14% | 127 |
|
|
2023
Q1 | $1.75K | Hold |
5,540
| – | – | 0.14% | 125 |
|
|
2022
Q4 | $1.66K | Buy |
5,540
+4,280
| +340% | +$1.25M | 0.14% | 131 |
|
|
2022
Q3 | $338K | Buy |
+1,260
| New | +$356K | 0.03% | 478 |
|
|
2020
Q4 | – | Sell |
-6,593
| Closed | -$1.36M | – | 693 |
|
|
2020
Q3 | $1.36M | Sell |
6,593
-1,270
| -16% | -$254K | 0.15% | 121 |
|
|
2020
Q2 | $1.55M | Hold |
7,863
| – | – | 0.18% | 100 |
|
|
2020
Q1 | $1.3M | Hold |
7,863
| – | – | 0.18% | 95 |
|
|
2019
Q4 | $1.64M | Hold |
7,863
| – | – | 0.24% | 89 |
|
|
2019
Q3 | $1.52M | Hold |
7,863
| – | – | 0.25% | 91 |
|
|
2019
Q2 | $1.52M | Hold |
7,863
| – | – | 0.25% | 92 |
|
|
2019
Q1 | $1.34M | Hold |
7,863
| – | – | 0.23% | 102 |
|
|
2018
Q4 | $1.14M | Buy |
7,863
+1,170
| +17% | +$182K | 0.27% | 99 |
|
|
2018
Q3 | $1.03M | Hold |
6,693
| – | – | 0.2% | 130 |
|
|
2018
Q2 | $918K | Hold |
6,693
| – | – | 0.19% | 142 |
|
|
2018
Q1 | $939K | Hold |
6,693
| – | – | 0.21% | 129 |
|
|
2017
Q4 | $897K | Sell |
6,693
-2,265
| -25% | -$322K | 0.2% | 127 |
|
|
2017
Q3 | $1.31M | Hold |
8,958
| – | – | 0.3% | 95 |
|
|
2017
Q2 | $1.19M | Hold |
8,958
| – | – | 0.29% | 98 |
|
|
2017
Q1 | $1.06M | Buy |
8,958
+1,430
| +19% | +$165K | 0.28% | 98 |
|
|
2016
Q4 | $840K | Sell |
7,528
-1,560
| -17% | -$174K | 0.24% | 118 |
|
|
2016
Q3 | $1.02M | Hold |
9,088
| – | – | 0.3% | 90 |
|
|
2016
Q2 | $993K | Hold |
9,088
| – | – | 0.3% | 95 |
|
|
2016
Q1 | $949K | Hold |
9,088
| – | – | 0.3% | 107 |
|
|
2015
Q4 | $838K | Hold |
9,088
| – | – | 0.27% | 108 |
|
|
2015
Q3 | $805K | Hold |
9,088
| – | – | 0.28% | 105 |
|
|
2015
Q2 | $906K | Hold |
9,088
| – | – | 0.29% | 106 |
|
|
2015
Q1 | $912K | Hold |
9,088
| – | – | 0.31% | 96 |
|
|
2014
Q4 | $862K | Buy |
9,088
+1,785
| +24% | +$160K | 0.3% | 106 |
|
|
2014
Q3 | $637K | Hold |
7,303
| – | – | 0.23% | 139 |
|
|
2014
Q2 | $658K | Hold |
7,303
| – | – | 0.24% | 136 |
|
|
2014
Q1 | $615K | Hold |
7,303
| – | – | 0.24% | 136 |
|
|
2013
Q4 | $613K | Sell |
7,303
-1,340
| -16% | -$106K | 0.25% | 130 |
|
|
2013
Q3 | $643K | Hold |
8,643
| – | – | 0.28% | 107 |
|
|
2013
Q2 | $556K | Buy |
+8,643
| New | +$548K | 0.25% | 119 |
|
Other funds holding AON
VCM
VPM