HT
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Heritage Trust’s Aon AON Stock Holding History

Heritage Trust’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
Q2 		$226K Hold
769
– – 0.03% 269
2024
Q1 		$257K Hold
769
– – 0.03% 252
2023
Q4 		$224K Hold
769
– – 0.03% 257
2023
Q3 		$249K Hold
769
– – 0.04% 233
2023
Q2 		$265K Buy
+769
New +$250K 0.04% 234
2021
Q1 		– Sell
-1,074
Closed -$227K – 233
2020
Q4 		$227K Sell
1,074
-14
-1% -$2.86K 0.04% 211
2020
Q3 		$225K Sell
1,088
-113
-9% -$22.6K 0.04% 196
2020
Q2 		$231K Buy
+1,201
New +$224K 0.05% 190
2019
Q1 		– Sell
-15
Closed -$2K – 189
2018
Q4 		$2K Hold
15
– – ﹤0.01% 394
2018
Q3 		$2K Hold
15
– – ﹤0.01% 396
2018
Q2 		$2K Buy
+15
New +$2.11K ﹤0.01% 370

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
HIP
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return