George Kaiser Family Foundation’s Aon AON Stock Holding History

George Kaiser Family Foundation’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	-7,537	Closed	-$2.44M	–	24
2023 Q3	$2.44M	Hold	7,537	–	–	0.46%	23
2023 Q2	$2.6M	Sell	7,537 -1,393	-16%	-$452K	0.44%	26
2023 Q1	$2.82M	Hold	8,930	–	–	0.45%	25
2022 Q4	$2.68M	Hold	8,930	–	–	0.4%	21
2022 Q3	$2.39M	Hold	8,930	–	–	0.42%	18
2022 Q2	$2.41M	Hold	8,930	–	–	0.43%	20
2022 Q1	$2.91M	Buy	8,930 +2,327	+35%	+$677K	0.47%	21
2021 Q4	$1.99M	Hold	6,603	–	–	0.28%	34
2021 Q3	$1.89M	Hold	6,603	–	–	0.31%	34
2021 Q2	$1.58M	Hold	6,603	–	–	0.25%	35
2021 Q1	$1.52M	Buy	+6,603	New	+$1.45M	0.32%	36

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

George Kaiser Family Foundation's AON Position: Q4 2023 in Review

George Kaiser Family Foundation sold out of Aon (AON) in Q4 2023, closing a stake of 7,537 shares — an estimated $2.44M sold.

George Kaiser Family Foundation first reported a position in AON in Q1 2021 and held it in 11 quarters. The position peaked at $2.91M in Q1 2022. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

George Kaiser Family Foundation reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
George Kaiser Family Foundation sold 7,537 Aon shares in Q4 2023, an estimated $2.44M.
George Kaiser Family Foundation first reported a position in Aon in Q1 2021 and held it in 11 quarters.
George Kaiser Family Foundation's Aon position peaked at $2.91M in Q1 2022.
1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on George Kaiser Family Foundation's 13F filing for Q4 2023, filed 12 Feb 2024.