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 $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HIP

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Gradient Investments's AON Position: Q3 2024 in Review

Gradient Investments sold out of Aon (AON) in Q3 2024, closing a stake of 3 shares — an estimated $881 sold.

Gradient Investments first reported a position in AON in Q4 2017 and held it in 20 quarters. The position peaked at $3.11K in Q2 2023. 1,146 funds tracked by Wall St. Rank hold AON as of Q3 2024.

Gradient Investments reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 3 Aon shares in Q3 2024, an estimated $881.
Gradient Investments first reported a position in Aon in Q4 2017 and held it in 20 quarters.
Gradient Investments's Aon position peaked at $3.11K in Q2 2023.
1,146 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.