Gateway Advisory’s Aon AON Stock Holding History

Gateway Advisory’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 Q4	–	Sell	-628	Closed	-$204K	–	130
2023 Q3	$204K	Buy	628 +26	+4%	+$8.6K	0.04%	104
2023 Q2	$208K	Buy	+602	New	+$196K	0.04%	98

Other funds holding AON

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gateway Advisory's AON Position: Q4 2023 in Review

Gateway Advisory sold out of Aon (AON) in Q4 2023, closing a stake of 628 shares — an estimated $204K sold.

Gateway Advisory first reported a position in AON in Q2 2023 and held it in 2 quarters. The position peaked at $208K in Q2 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

Gateway Advisory reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
Gateway Advisory sold 628 Aon shares in Q4 2023, an estimated $204K.
Gateway Advisory first reported a position in Aon in Q2 2023 and held it in 2 quarters.
Gateway Advisory's Aon position peaked at $208K in Q2 2023.
1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Gateway Advisory's 13F filing for Q4 2023, filed 7 Feb 2024.