Heron Financial Group’s Aon AON Stock Holding History

Heron Financial Group’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 Q2	$1.93M	Buy	5,583 +90	+2%	+$29.2K	1.04%	23
2023 Q1	$1.73M	Sell	5,493 -185	-3%	-$57.3K	0.95%	24
2022 Q4	$1.71M	Sell	5,678 -111	-2%	-$32.4K	1.14%	17
2022 Q3	$1.55M	Buy	5,789 +20	+0.3%	+$5.65K	0.96%	20
2022 Q2	$1.56M	Sell	5,769 -25	-0.4%	-$7.19K	0.94%	24
2022 Q1	$1.89M	Buy	5,794 +92	+2%	+$26.8K	0.98%	20
2021 Q4	$1.58M	Hold	5,702	–	–	0.85%	26
2021 Q3	$1.63M	Buy	5,702 +80	+1%	+$21.5K	0.91%	21
2021 Q2	$1.34M	Sell	5,622 -5	-0.1%	-$1.22K	0.77%	30
2021 Q1	$1.3M	Buy	5,627 +50	+0.9%	+$11K	0.79%	28
2020 Q4	$1.15M	Sell	5,577 -202	-3%	-$41.2K	0.8%	29
2020 Q3	$1.19M	Buy	5,779 +225	+4%	+$44.9K	0.96%	27
2020 Q2	$1.1M	Sell	5,554 -169	-3%	-$31.5K	0.98%	26
2020 Q1	$1.11M	Sell	5,723 -49	-0.8%	-$10K	1.14%	22
2019 Q4	$1.33M	Buy	+5,772	New	+$1.14M	1.1%	21

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Heron Financial Group's AON Position: Q2 2023 in Review

Heron Financial Group increased its Aon (AON) stake by 1.6% in Q2 2023, buying an estimated $29.2K and bringing the position to 5,583 shares worth $1.93M. The position accounts for 1.04% of the portfolio, ranked #23.

Heron Financial Group first reported a position in AON in Q4 2019 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold AON as of Q2 2023.

Heron Financial Group held 5,583 shares of Aon worth $1.93M as of Q2 2023.
Heron Financial Group bought 90 Aon shares in Q2 2023, an estimated $29.2K.
Aon made up 1.04% of Heron Financial Group's portfolio in Q2 2023, its #23 holding.
Heron Financial Group first reported a position in Aon in Q4 2019 and has held it in 15 quarters since.
1,017 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.