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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 $315B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fortem Financial Group's AON Position: Q1 2023 in Review

Fortem Financial Group sold out of Aon (AON) in Q1 2023, closing a stake of 853 shares — an estimated $256K sold.

Fortem Financial Group first reported a position in AON in Q3 2020 and held it in 10 quarters. The position peaked at $3.5M in Q1 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • Fortem Financial Group reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
  • Fortem Financial Group sold 853 Aon shares in Q1 2023, an estimated $256K.
  • Fortem Financial Group first reported a position in Aon in Q3 2020 and held it in 10 quarters.
  • Fortem Financial Group's Aon position peaked at $3.5M in Q1 2022.
  • 1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Fortem Financial Group's 13F filing for Q1 2023, filed 21 Apr 2023.