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GoalVest Advisory’s Aon AON Stock Holding History

GoalVest 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
2024
Q1 		– Sell
-30
Closed -$8.73K – 414
2023
Q4 		$8.73K Sell
30
-76
-72% -$24.3K ﹤0.01% 262
2023
Q3 		$34.4K Buy
106
+33
+45% +$10.9K 0.02% 168
2023
Q2 		$25.2K Buy
+73
New +$23.7K 0.01% 182
2022
Q2 		– Sell
-45
Closed -$15K – 314
2022
Q1 		$15K Buy
+45
New +$13.1K 0.01% 212

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

GoalVest Advisory's AON Position: Q1 2024 in Review

GoalVest Advisory sold out of Aon (AON) in Q1 2024, closing a stake of 30 shares — an estimated $8.73K sold.

GoalVest Advisory first reported a position in AON in Q1 2022 and held it in 4 quarters. The position peaked at $34.4K in Q3 2023. 1,080 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • GoalVest Advisory reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 30 Aon shares in Q1 2024, an estimated $8.73K.
  • GoalVest Advisory first reported a position in Aon in Q1 2022 and held it in 4 quarters.
  • GoalVest Advisory's Aon position peaked at $34.4K in Q3 2023.
  • 1,080 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.