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

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

Financial Engines Advisors's AON Position: Q4 2021 in Review

Financial Engines Advisors sold out of Aon (AON) in Q4 2021, closing a stake of 827 shares — an estimated $236K sold.

Financial Engines Advisors first reported a position in AON in Q4 2017 and held it in 14 quarters. The position peaked at $8.69M in Q4 2019. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Financial Engines Advisors reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 827 Aon shares in Q4 2021, an estimated $236K.
  • Financial Engines Advisors first reported a position in Aon in Q4 2017 and held it in 14 quarters.
  • Financial Engines Advisors's Aon position peaked at $8.69M in Q4 2019.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Financial Engines Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.