FormulaFolio Investments’s Aon AON Stock Holding History

FormulaFolio Investments’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 Q2	$1K	Hold	3	–	–	﹤0.01%	450
2021 Q1	$1K	Sell	3 -1,323	-100%	-$291K	﹤0.01%	420
2020 Q4	$280K	Buy	+1,326	New	+$271K	0.01%	545
2016 Q4	–	Sell	-7,951	Closed	-$894K	–	185
2016 Q3	$894K	Sell	7,951 -453	-5%	-$50K	0.13%	61
2016 Q2	$918K	Buy	+8,404	New	+$889K	0.16%	49
2016 Q1	–	Sell	-11,026	Closed	-$1.02M	–	129
2015 Q4	$1.02M	Buy	+11,026	New	+$1.03M	0.26%	30

Other funds holding AON

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

FormulaFolio Investments's AON Position: Q2 2021 in Review

FormulaFolio Investments held its Aon (AON) position steady in Q2 2021 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

FormulaFolio Investments first reported a position in AON in Q4 2015 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2015. 905 funds tracked by Wall St. Rank hold AON as of Q2 2021.

FormulaFolio Investments held 3 shares of Aon worth $1K as of Q2 2021.
FormulaFolio Investments left its Aon share count unchanged in Q2 2021.
Aon made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #450 holding.
FormulaFolio Investments first reported a position in Aon in Q4 2015 and has held it in 6 quarters since.
FormulaFolio Investments's Aon position peaked at $1.02M in Q4 2015.
905 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.