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Highland Private Wealth Management’s Aon AON Stock Holding History

Highland Private 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
2022
Q4 		– Sell
-807
Closed -$217K – 13
2022
Q3 		$217K Buy
+807
New +$228K 0.04% 172
2022
Q2 		– Sell
-642
Closed -$209K – 189
2022
Q1 		$209K Buy
+642
New +$187K 0.03% 179

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Highland Private Wealth Management's AON Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Aon (AON) in Q4 2022, closing a stake of 807 shares — an estimated $217K sold.

Highland Private Wealth Management first reported a position in AON in Q1 2022 and held it in 2 quarters. The position peaked at $217K in Q3 2022. 1,028 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 807 Aon shares in Q4 2022, an estimated $217K.
  • Highland Private Wealth Management first reported a position in Aon in Q1 2022 and held it in 2 quarters.
  • Highland Private Wealth Management's Aon position peaked at $217K in Q3 2022.
  • 1,028 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.