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First Trust Direct Indexing’s Aon AON Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-6,196
Closed -$2.14M – 53
2024
Q3 		$2.14M Buy
6,196
+1,189
+24% +$389K 0.11% 183
2024
Q2 		$1.47M Buy
5,007
+747
+18% +$221K 0.09% 228
2024
Q1 		$1.42M Buy
4,260
+337
+9% +$104K 0.11% 206
2023
Q4 		$1.14M Sell
3,923
-330
-8% -$106K 0.1% 228
2023
Q3 		$1.38M Buy
4,253
+245
+6% +$81.1K 0.16% 148
2023
Q2 		$1.38M Buy
4,008
+395
+11% +$128K 0.15% 147
2023
Q1 		$1.14M Buy
3,613
+142
+4% +$44K 0.14% 178
2022
Q4 		$1.04M Buy
3,471
+86
+3% +$25.1K 0.14% 187
2022
Q3 		$907K Buy
3,385
+347
+11% +$98.1K 0.13% 204
2022
Q2 		$819K Buy
3,038
+22
+0.7% +$6.32K 0.11% 237
2022
Q1 		$982K Buy
3,016
+137
+5% +$39.8K 0.12% 217
2021
Q4 		$865K Sell
2,879
-29
-1% -$8.69K 0.11% 219
2021
Q3 		$831K Buy
2,908
+173
+6% +$46.5K 0.12% 215
2021
Q2 		$653K Buy
2,735
+365
+15% +$89.2K 0.1% 269
2021
Q1 		$545K Buy
2,370
+130
+6% +$28.6K 0.15% 193
2020
Q4 		$473K Buy
+2,240
New +$457K 0.13% 202

Other funds holding AON

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

First Trust Direct Indexing's AON Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Aon (AON) in Q4 2024, closing a stake of 6,196 shares — an estimated $2.14M sold.

First Trust Direct Indexing first reported a position in AON in Q4 2020 and held it in 16 quarters. The position peaked at $2.14M in Q3 2024. 1,191 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Aon position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,196 Aon shares in Q4 2024, an estimated $2.14M.
  • First Trust Direct Indexing first reported a position in Aon in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Aon position peaked at $2.14M in Q3 2024.
  • 1,191 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.