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Fulcrum Equity Management’s Aon AON Stock Holding History

Fulcrum Equity 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
2022
Q1 		– Sell
-728
Closed -$219K – 112
2021
Q4 		$219K Sell
728
-160
-18% -$48K 0.08% 163
2021
Q3 		$254K Buy
+888
New +$239K 0.1% 150

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fulcrum Equity Management's AON Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Aon (AON) in Q1 2022, closing a stake of 728 shares — an estimated $219K sold.

Fulcrum Equity Management first reported a position in AON in Q3 2021 and held it in 2 quarters. The position peaked at $254K in Q3 2021. 980 funds tracked by Wall St. Rank hold AON as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Aon position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 728 Aon shares in Q1 2022, an estimated $219K.
  • Fulcrum Equity Management first reported a position in Aon in Q3 2021 and held it in 2 quarters.
  • Fulcrum Equity Management's Aon position peaked at $254K in Q3 2021.
  • 980 funds tracked by Wall St. Rank held Aon as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.