Financial Engines Advisors
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Financial Engines Advisors’s Aon AON Stock Holding History

Financial Engines 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
-827
Closed -$236K – 269
2021
Q3 		$236K Buy
+827
New +$222K ﹤0.01% 245
2021
Q1 		– Sell
-26,666
Closed -$5.63M – 269
2020
Q4 		$5.63M Sell
26,666
-10,383
-28% -$2.12M 0.02% 69
2020
Q3 		$7.64M Sell
37,049
-346
-0.9% -$69.1K 0.03% 62
2020
Q2 		$7.2M Sell
37,395
-2,230
-6% -$416K 0.03% 61
2020
Q1 		$6.54M Sell
39,625
-2,079
-5% -$426K 0.04% 57
2019
Q4 		$8.69M Buy
41,704
+945
+2% +$187K 0.04% 51
2019
Q3 		$7.89M Sell
40,759
-3,355
-8% -$647K 0.04% 45
2019
Q2 		$8.51M Sell
44,114
-29
-0.1% -$5.25K 0.05% 43
2019
Q1 		$7.54M Sell
44,143
-3,062
-6% -$496K 0.04% 44
2018
Q4 		$6.86M Sell
47,205
-3,784
-7% -$588K 0.05% 45
2018
Q3 		$7.84M Sell
50,989
-910
-2% -$133K 0.15% 23
2018
Q2 		$7.12M Buy
51,899
+1,734
+3% +$244K 0.17% 21
2018
Q1 		$7.04M Sell
50,165
-4,848
-9% -$679K 0.21% 19
2017
Q4 		$7.37M Buy
+55,013
New +$7.83M 0.21% 19

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return