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Glassman Wealth Services’s Aon AON Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-613
Closed -$164K – 1924
2022
Q3 		$164K Buy
613
+12
+2% +$3.39K 0.03% 176
2022
Q2 		$162K Buy
+601
New +$173K 0.03% 187
2021
Q3 		– Sell
-520
Closed -$124K – 1572
2021
Q2 		$124K Buy
+520
New +$127K 0.03% 207
2020
Q4 		– Sell
-476
Closed -$98K – 1339
2020
Q3 		$98K Buy
476
+48
+11% +$9.59K 0.03% 203
2020
Q2 		$82K Buy
428
+33
+8% +$6.15K 0.03% 189
2020
Q1 		$65K Sell
395
-27
-6% -$5.53K 0.03% 202
2019
Q4 		$88K Buy
422
+9
+2% +$1.78K 0.03% 193
2019
Q3 		$80K Buy
413
+9
+2% +$1.74K 0.03% 183
2019
Q2 		$78K Hold
404
– – 0.03% 194
2019
Q1 		$69K Buy
404
+101
+33% +$16.4K 0.03% 199
2018
Q4 		$44K Hold
303
– – 0.02% 206
2018
Q3 		$47K Buy
303
+69
+29% +$10.1K 0.02% 217
2018
Q2 		$32K Sell
234
-113
-33% -$15.9K 0.02% 236
2018
Q1 		$49K Buy
347
+230
+197% +$32.2K 0.03% 178
2017
Q4 		$16K Buy
+117
New +$16.7K 0.01% 280

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Glassman Wealth Services's AON Position: Q4 2022 in Review

Glassman Wealth Services sold out of Aon (AON) in Q4 2022, closing a stake of 613 shares — an estimated $164K sold.

Glassman Wealth Services first reported a position in AON in Q4 2017 and held it in 15 quarters. The position peaked at $164K in Q3 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Glassman Wealth Services reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 613 Aon shares in Q4 2022, an estimated $164K.
  • Glassman Wealth Services first reported a position in Aon in Q4 2017 and held it in 15 quarters.
  • Glassman Wealth Services's Aon position peaked at $164K in Q3 2022.
  • 1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.