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Fortem Financial Group’s Aon AON Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-853
Closed -$256K – 149
2022
Q4 		$256K Sell
853
-31
-4% -$9.06K 0.15% 143
2022
Q3 		$237K Sell
884
-402
-31% -$114K 0.16% 140
2022
Q2 		$347K Sell
1,286
-9,447
-88% -$2.72M 0.23% 127
2022
Q1 		$3.5M Buy
10,733
+1,848
+21% +$538K 1.53% 10
2021
Q4 		$2.67M Buy
8,885
+188
+2% +$56.4K 1.22% 21
2021
Q3 		$2.48M Buy
8,697
+277
+3% +$74.4K 1.26% 20
2021
Q2 		$2.01M Buy
8,420
+1,081
+15% +$264K 1.02% 33
2021
Q1 		$1.69M Buy
7,339
+4,917
+203% +$1.08M 0.98% 27
2020
Q4 		$512K Buy
2,422
+398
+20% +$81.3K 0.31% 92
2020
Q3 		$418K Buy
+2,024
New +$404K 0.3% 95

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return