Gradient Investments’s Aon AON Stock Holding History

Gradient Investments’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 Q3	–	Sell	-3	Closed	-$881	–	343
2024 Q2	$881	Hold	3	–	–	﹤0.01%	1094
2024 Q1	$1K	Sell	3 -6	-67%	-$1.86K	﹤0.01%	909
2023 Q4	$2.62K	Hold	9	–	–	﹤0.01%	1156
2023 Q3	$2.92K	Hold	9	–	–	﹤0.01%	1078
2023 Q2	$3.11K	Buy	+9	New	+$2.92K	﹤0.01%	1057
2022 Q4	–	Sell	-11	Closed	-$3K	–	1510
2022 Q3	$3K	Buy	11 +6	+120%	+$1.7K	﹤0.01%	1032
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	1099
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	1015
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	1049
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	1048
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	1040
2021 Q1	$1K	Sell	5 -10	-67%	-$2.2K	﹤0.01%	1052
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	870
2020 Q3	$3K	Buy	15 +10	+200%	+$2K	﹤0.01%	876
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	944
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	959
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	984
2019 Q3	$1K	Buy	+5	New	+$965	﹤0.01%	966
2018 Q2	–	Sell	-3	Closed	–	–	980
2018 Q1	$0	Hold	3	–	–	﹤0.01%	998
2017 Q4	$0	Buy	+3	New	+$427	﹤0.01%	1003

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

Mawer Investment Management

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