FourThought Financial’s Aon AON Stock Holding History

FourThought Financial’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
2022 Q3	$719K	Sell	2,684 -121	-4%	-$34.2K	0.11%	136
2022 Q2	$757K	Sell	2,805 -265	-9%	-$76.2K	0.11%	134
2022 Q1	$982K	Sell	3,070 -31	-1%	-$9.02K	0.12%	126
2021 Q4	$932K	Sell	3,101 -193	-6%	-$57.9K	0.12%	130
2021 Q3	$941K	Buy	3,294 +279	+9%	+$74.9K	0.13%	130
2021 Q2	$719K	Buy	3,015 +671	+29%	+$164K	0.1%	167
2021 Q1	$539K	Buy	2,344 +197	+9%	+$43.4K	0.08%	198
2020 Q4	$453K	Buy	+2,147	New	+$438K	0.07%	215

Other funds holding AON

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

FourThought Financial's AON Position: Q3 2022 in Review

FourThought Financial reduced its Aon (AON) stake by 4.3% in Q3 2022, selling an estimated $34.2K and leaving 2,684 shares worth $719K. The position accounts for 0.11% of the portfolio, ranked #136.

FourThought Financial first reported a position in AON in Q4 2020 and has held it in 8 quarters since. The position peaked at $982K in Q1 2022. 945 funds tracked by Wall St. Rank hold AON as of Q3 2022.

FourThought Financial held 2,684 shares of Aon worth $719K as of Q3 2022.
FourThought Financial sold 121 Aon shares in Q3 2022, an estimated $34.2K.
Aon made up 0.11% of FourThought Financial's portfolio in Q3 2022, its #136 holding.
FourThought Financial first reported a position in Aon in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Aon position peaked at $982K in Q1 2022.
945 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.