Halpern Financial’s Aon AON Stock Holding History

Halpern Financial’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
2020 Q4	–	Sell	-53	Closed	-$10.9K	–	205
2020 Q3	$10.9K	Hold	53	–	–	0.01%	109
2020 Q2	$10.2K	Buy	+53	New	+$9.88K	0.01%	100

Other funds holding AON

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Halpern Financial's AON Position: Q4 2020 in Review

Halpern Financial sold out of Aon (AON) in Q4 2020, closing a stake of 53 shares — an estimated $10.9K sold.

Halpern Financial first reported a position in AON in Q2 2020 and held it in 2 quarters. The position peaked at $10.9K in Q3 2020. 859 funds tracked by Wall St. Rank hold AON as of Q4 2020.

Halpern Financial reported no remaining Aon position as of Q4 2020 after selling out during the quarter.
Halpern Financial sold 53 Aon shares in Q4 2020, an estimated $10.9K.
Halpern Financial first reported a position in Aon in Q2 2020 and held it in 2 quarters.
Halpern Financial's Aon position peaked at $10.9K in Q3 2020.
859 funds tracked by Wall St. Rank held Aon as of Q4 2020.

Based on Halpern Financial's 13F filing for Q4 2020, filed 21 Sep 2023.