Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$4.57M Sell
15,567
-221
-1% -$65.3K 0.18% 100
2024
Q1
$5.27M Sell
15,788
-2,668
-14% -$827K 0.24% 93
2023
Q4
$5.37M Buy
18,456
+8,909
+93% +$2.85M 0.3% 85
2023
Q3
$3.1M Sell
9,547
-43
-0.4% -$14.2K 0.21% 88
2023
Q2
$3.31M Sell
9,590
-91
-0.9% -$29.6K 0.23% 82
2023
Q1
$3.05M Buy
9,681
+29
+0.3% +$8.98K 0.23% 80
2022
Q4
$2.9M Sell
9,652
-100
-1% -$29.2K 0.24% 76
2022
Q3
$2.61M Buy
9,752
+44
+0.5% +$12.4K 0.28% 71
2022
Q2
$2.62M Hold
9,708
0.29% 68
2022
Q1
$3.16M Sell
9,708
-95
-1% -$27.6K 0.3% 71
2021
Q4
$2.95M Sell
9,803
-127
-1% -$38.1K 0.27% 73
2021
Q3
$2.84M Sell
9,930
-80
-0.8% -$21.5K 0.3% 70
2021
Q2
$2.39M Sell
10,010
-3,062
-23% -$748K 0.27% 75
2021
Q1
$3.01M Sell
13,072
-255
-2% -$56.1K 0.36% 83
2020
Q4
$2.82M Hold
13,327
0.38% 73
2020
Q3
$2.75M Sell
13,327
-995
-7% -$199K 0.43% 71
2020
Q2
$2.76M Sell
14,322
-92
-0.6% -$17.1K 0.46% 69
2020
Q1
$2.38M Hold
14,414
0.44% 69
2019
Q4
$3M Sell
14,414
-35
-0.2% -$6.93K 0.46% 70
2019
Q3
$2.8M Sell
14,449
-15
-0.1% -$2.89K 0.46% 72
2019
Q2
$2.79M Sell
14,464
-550
-4% -$99.7K 0.46% 69
2019
Q1
$2.56M Hold
15,014
0.43% 72
2018
Q4
$2.18M Buy
15,014
+420
+3% +$65.2K 0.45% 75
2018
Q3
$2.24M Sell
14,594
-550
-4% -$80.4K 0.31% 73
2018
Q2
$2.08M Sell
15,144
-6,900
-31% -$972K 0.31% 73
2018
Q1
$3.09M Sell
22,044
-1,345
-6% -$188K 0.45% 59
2017
Q4
$3.13M Hold
23,389
0.41% 62
2017
Q3
$3.42M Sell
23,389
-565
-2% -$78.8K 0.47% 52
2017
Q2
$3.19M Sell
23,954
-74
-0.3% -$9.36K 0.45% 52
2017
Q1
$2.85M Sell
24,028
-62
-0.3% -$7.15K 0.41% 58
2016
Q4
$2.69M Sell
24,090
-297
-1% -$33.1K 0.4% 60
2016
Q3
$2.74M Hold
24,387
0.4% 56
2016
Q2
$2.66M Buy
+24,387
New +$2.58M 0.39% 58

Other funds holding AON

Gratus Capital's AON Position: Q2 2024 in Review

Gratus Capital reduced its Aon (AON) stake by 1.4% in Q2 2024, selling an estimated $65.3K and leaving 15,567 shares worth $4.57M. The position accounts for 0.18% of the portfolio, ranked #100.

Gratus Capital first reported a position in AON in Q2 2016 and has held it in 33 quarters since. The position peaked at $5.37M in Q4 2023. 1,104 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • Gratus Capital held 15,567 shares of Aon worth $4.57M as of Q2 2024.
  • Gratus Capital sold 221 Aon shares in Q2 2024, an estimated $65.3K.
  • Aon made up 0.18% of Gratus Capital's portfolio in Q2 2024, its #100 holding.
  • Gratus Capital first reported a position in Aon in Q2 2016 and has held it in 33 quarters since.
  • Gratus Capital's Aon position peaked at $5.37M in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.