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Evolution Wealth Advisors’s Aon AON Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-33
Closed -$9K – 169
2021
Q3 		$9K Hold
33
– – ﹤0.01% 404
2021
Q2 		$8K Sell
33
-105
-76% -$25.7K ﹤0.01% 434
2021
Q1 		$32K Buy
138
+105
+318% +$23.1K 0.01% 235
2020
Q4 		$7K Hold
33
– – ﹤0.01% 388
2020
Q3 		$7K Hold
33
– – ﹤0.01% 386
2020
Q2 		$6K Buy
+33
New +$6.15K ﹤0.01% 334
2020
Q1 		– Sell
-37
Closed -$8K – 326
2019
Q4 		$8K Buy
37
+4
+12% +$792 ﹤0.01% 326
2019
Q3 		$6K Buy
+33
New +$6.37K ﹤0.01% 242

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Evolution Wealth Advisors's AON Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Aon (AON) in Q4 2021, closing a stake of 33 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in AON in Q3 2019 and held it in 8 quarters. The position peaked at $32K in Q1 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 33 Aon shares in Q4 2021, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in Aon in Q3 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Aon position peaked at $32K in Q1 2021.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.