Forester Capital Management’s Aon AON Stock Holding History

Forester Capital Management’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
2017 Q2	$3.5M	Sell	26,285 -7,488	-22%	-$947K	4.94%	3
2017 Q1	$4.01M	Sell	33,773 -3,324	-9%	-$384K	4.84%	7
2016 Q4	$4.96M	Sell	37,097 -4,198	-10%	-$468K	5.17%	1
2016 Q3	$4.64M	Sell	41,295 -6,081	-13%	-$671K	4.35%	5
2016 Q2	$8.85M	Buy	47,376 +6,351	+15%	+$672K	8.22%	1
2016 Q1	$3.94M	Buy	41,025 +1,030	+3%	+$96.5K	3.68%	10
2015 Q4	$3.69M	Buy	39,995 +550	+1%	+$51.2K	3.34%	13
2015 Q3	$3.5M	Sell	39,445 -9,090	-19%	-$880K	3.22%	14
2015 Q2	$4.66M	Buy	48,535 +7,760	+19%	+$777K	3.78%	11
2015 Q1	$3.92M	Sell	40,775 -2,790	-6%	-$270K	3.14%	14
2014 Q4	$4.13M	Hold	43,565	–	–	3.11%	16
2014 Q3	$3.82M	Hold	43,565	–	–	2.98%	16
2014 Q2	$3.92M	Hold	43,565	–	–	3.08%	18
2014 Q1	$3.67M	Sell	43,565 -133,212	-75%	-$11.1M	2.85%	22
2013 Q4	$8.92M	Buy	176,777 +133,282	+306%	+$10.6M	7.1%	1
2013 Q3	$3.24M	Hold	43,495	–	–	2.57%	22
2013 Q2	$2.8M	Buy	+43,495	New	+$2.76M	2.24%	22

Other funds holding AON

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Forester Capital Management's AON Position: Q2 2017 in Review

Forester Capital Management reduced its Aon (AON) stake by 22% in Q2 2017, selling an estimated $947K and leaving 26,285 shares worth $3.5M. The position accounts for 4.94% of the portfolio, ranked #3.

Forester Capital Management first reported a position in AON in Q2 2013 and has held it in 17 quarters since. The position peaked at $8.92M in Q4 2013. 580 funds tracked by Wall St. Rank hold AON as of Q2 2017.

Forester Capital Management held 26,285 shares of Aon worth $3.5M as of Q2 2017.
Forester Capital Management sold 7,488 Aon shares in Q2 2017, an estimated $947K.
Aon made up 4.94% of Forester Capital Management's portfolio in Q2 2017, its #3 holding.
Forester Capital Management first reported a position in Aon in Q2 2013 and has held it in 17 quarters since.
Forester Capital Management's Aon position peaked at $8.92M in Q4 2013.
580 funds tracked by Wall St. Rank held Aon as of Q2 2017.

Based on Forester Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.