Hirtle Callaghan & Co’s Aon AON Stock Holding History

Hirtle Callaghan & Co’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
2017 Q4	–	Sell	-256	Closed	-$37K	–	153
2017 Q3	$37K	Hold	256	–	–	﹤0.01%	114
2017 Q2	$34K	Sell	256 -64	-20%	-$8.09K	0.01%	89
2017 Q1	$38K	Hold	320	–	–	0.01%	95
2016 Q4	$36K	Sell	320 -214	-40%	-$23.9K	0.01%	79
2016 Q3	$60K	Hold	534	–	–	0.01%	129
2016 Q2	$58K	Hold	534	–	–	0.01%	110
2016 Q1	$56K	Sell	534 -169	-24%	-$15.8K	0.01%	128
2015 Q4	$66K	Sell	703 -1,715	-71%	-$160K	0.02%	114
2015 Q3	$213K	Hold	2,418	–	–	0.04%	68
2015 Q2	$241K	Buy	+2,418	New	+$242K	0.08%	63
2015 Q1	–	Sell	-1,386	Closed	-$131K	–	34
2014 Q4	$131K	Hold	1,386	–	–	0.03%	218
2014 Q3	$122K	Sell	1,386 -6,350	-82%	-$555K	0.02%	223
2014 Q2	$697K	Buy	7,736 +1,955	+34%	+$169K	0.1%	119
2014 Q1	$487K	Buy	5,781 +15	+0.3%	+$1.25K	0.08%	131
2013 Q4	$484K	Sell	5,766 -450	-7%	-$35.6K	0.06%	135
2013 Q3	$463K	Buy	+6,216	New	+$426K	0.07%	133

Other funds holding AON

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Hirtle Callaghan & Co's AON Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of Aon (AON) in Q4 2017, closing a stake of 256 shares — an estimated $37K sold.

Hirtle Callaghan & Co first reported a position in AON in Q3 2013 and held it in 16 quarters. The position peaked at $697K in Q2 2014. 636 funds tracked by Wall St. Rank hold AON as of Q4 2017.

Hirtle Callaghan & Co reported no remaining Aon position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 256 Aon shares in Q4 2017, an estimated $37K.
Hirtle Callaghan & Co first reported a position in Aon in Q3 2013 and held it in 16 quarters.
Hirtle Callaghan & Co's Aon position peaked at $697K in Q2 2014.
636 funds tracked by Wall St. Rank held Aon as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.