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Harvest Group Wealth Management’s Aon AON Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$4.73K Hold
15
– – ﹤0.01% 91
2022
Q4 		$4.5K Hold
15
– – ﹤0.01% 90
2022
Q3 		$4K Buy
+15
New +$4.24K ﹤0.01% 93

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harvest Group Wealth Management's AON Position: Q1 2023 in Review

Harvest Group Wealth Management held its Aon (AON) position steady in Q1 2023 at 15 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #91.

Harvest Group Wealth Management first reported a position in AON in Q3 2022 and has held it in 3 quarters since. 1,008 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • Harvest Group Wealth Management held 15 shares of Aon worth $4.73K as of Q1 2023.
  • Harvest Group Wealth Management left its Aon share count unchanged in Q1 2023.
  • Aon made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #91 holding.
  • Harvest Group Wealth Management first reported a position in Aon in Q3 2022 and has held it in 3 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.