Financial Perspectives’s Aon AON Stock Holding History

Financial Perspectives’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
2023 Q4	–	Sell	-10	Closed	-$3.24K	–	705
2023 Q3	$3.24K	Buy	+10	New	+$3.31K	﹤0.01%	553

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Perspectives's AON Position: Q4 2023 in Review

Financial Perspectives sold out of Aon (AON) in Q4 2023, closing a stake of 10 shares — an estimated $3.24K sold.

Financial Perspectives first reported a position in AON in Q3 2023 and held it in 1 quarter. The position peaked at $3.24K in Q3 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

Financial Perspectives reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
Financial Perspectives sold 10 Aon shares in Q4 2023, an estimated $3.24K.
Financial Perspectives first reported a position in Aon in Q3 2023 and held it in 1 quarter.
Financial Perspectives's Aon position peaked at $3.24K in Q3 2023.
1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Financial Perspectives's 13F filing for Q4 2023, filed 1 Feb 2024.