Geller Advisors’s Aon AON Stock Holding History

Geller Advisors’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
2024 Q4	$405K	Sell	1,129 -433	-28%	-$159K	0.03%	162
2024 Q3	$540K	Buy	1,562 +260	+20%	+$85.1K	0.04%	132
2024 Q2	$382K	Buy	1,302 +16	+1%	+$4.73K	0.03%	175
2024 Q1	$429K	Sell	1,286 -2	-0.2%	-$620	0.03%	168
2023 Q4	$375K	Sell	1,288 -27	-2%	-$8.64K	0.04%	170
2023 Q3	$426K	Buy	1,315 +57	+5%	+$18.9K	0.05%	139
2023 Q2	$434K	Buy	1,258 +355	+39%	+$115K	0.05%	140
2023 Q1	$285K	Buy	903 +122	+16%	+$37.8K	0.04%	128
2022 Q4	$234K	Buy	781 +7	+0.9%	+$2.04K	0.04%	131
2022 Q3	$207K	Sell	774 -18	-2%	-$5.09K	0.05%	124
2022 Q2	$214K	Hold	792	–	–	0.04%	126
2022 Q1	$258K	Sell	792 -30	-4%	-$8.73K	0.05%	127
2021 Q4	$247K	Buy	822 +10	+1%	+$3K	0.05%	140
2021 Q3	$232K	Buy	+812	New	+$218K	0.05%	131

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

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

Geller Advisors's AON Position: Q4 2024 in Review

Geller Advisors reduced its Aon (AON) stake by 28% in Q4 2024, selling an estimated $159K and leaving 1,129 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #162.

Geller Advisors first reported a position in AON in Q3 2021 and has held it in 14 quarters since. The position peaked at $540K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold AON as of Q4 2024.

Geller Advisors held 1,129 shares of Aon worth $405K as of Q4 2024.
Geller Advisors sold 433 Aon shares in Q4 2024, an estimated $159K.
Aon made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #162 holding.
Geller Advisors first reported a position in Aon in Q3 2021 and has held it in 14 quarters since.
Geller Advisors's Aon position peaked at $540K in Q3 2024.
1,187 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.