First Personal Financial Services’s Aon AON Stock Holding History

First Personal Financial Services’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
2024 Q3	$37K	Buy	+107	New	+$35K	0.01%	217
2020 Q1	–	Sell	-11	Closed	-$2K	–	309
2019 Q4	$2K	Sell	11 -63	-85%	-$12.5K	﹤0.01%	351
2019 Q3	$14K	Hold	74	–	–	﹤0.01%	346
2019 Q2	$14K	Buy	74 +11	+17%	+$1.99K	﹤0.01%	448
2019 Q1	$11K	Sell	63 -11	-15%	-$1.78K	﹤0.01%	478
2018 Q4	$11K	Sell	74 -93	-56%	-$14.4K	﹤0.01%	450
2018 Q3	$26K	Buy	167 +5	+3%	+$731	0.01%	373
2018 Q2	$22K	Sell	162 -55,809	-100%	-$7.86M	0.01%	382
2018 Q1	$7.85M	Buy	55,971 +6	+0%	+$840	1.72%	8
2017 Q4	$7.5M	Buy	55,965 +246	+0.4%	+$35K	1.46%	13
2017 Q3	$8.14M	Hold	55,719	–	–	1.72%	8
2017 Q2	$7.41M	Hold	55,719	–	–	1.62%	8
2017 Q1	$6.61M	Hold	55,719	–	–	1.59%	11
2016 Q4	$6.21M	Buy	55,719 +880	+2%	+$98.1K	1.64%	8
2016 Q3	$6.17M	Buy	54,839 +10,115	+23%	+$1.12M	1.8%	9
2016 Q2	$4.88M	Buy	+44,724	New	+$4.73M	1.67%	10
2015 Q1	–	Sell	-31	Closed	-$2K	–	585
2014 Q4	$2K	Buy	+31	New	+$2.77K	﹤0.01%	352

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

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

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

First Personal Financial Services's AON Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Aon (AON) in Q3 2024: 107 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in AON as recently as Q4 2019.

First Personal Financial Services first reported a position in AON in Q4 2014 and has held it in 17 quarters since. The position peaked at $8.14M in Q3 2017. 1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

First Personal Financial Services held 107 shares of Aon worth $37K as of Q3 2024.
Aon was a new First Personal Financial Services position in Q3 2024.
Aon made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #217 holding.
First Personal Financial Services first reported a position in Aon in Q4 2014 and has held it in 17 quarters since.
First Personal Financial Services's Aon position peaked at $8.14M in Q3 2017.
1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.