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Hobart Private Capital’s Aon AON Stock Holding History

Hobart Private Capital’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
2021
Q4 		– Sell
-2,671
Closed -$763K – 46
2021
Q3 		$763K Sell
2,671
-150
-5% -$40.3K 0.3% 40
2021
Q2 		$674K Sell
2,821
-29
-1% -$7.09K 0.28% 59
2021
Q1 		$656K Sell
2,850
-53
-2% -$11.7K 0.27% 64
2020
Q4 		$613K Buy
2,903
+194
+7% +$39.6K 0.27% 71
2020
Q3 		$559K Buy
2,709
+160
+6% +$32K 0.29% 68
2020
Q2 		$491K Buy
2,549
+266
+12% +$49.6K 0.28% 90
2020
Q1 		$377K Buy
+2,283
New +$467K 0.26% 98

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Hobart Private Capital's AON Position: Q4 2021 in Review

Hobart Private Capital sold out of Aon (AON) in Q4 2021, closing a stake of 2,671 shares — an estimated $763K sold.

Hobart Private Capital first reported a position in AON in Q1 2020 and held it in 7 quarters. The position peaked at $763K in Q3 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Hobart Private Capital reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Hobart Private Capital sold 2,671 Aon shares in Q4 2021, an estimated $763K.
  • Hobart Private Capital first reported a position in Aon in Q1 2020 and held it in 7 quarters.
  • Hobart Private Capital's Aon position peaked at $763K in Q3 2021.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Hobart Private Capital's 13F filing for Q4 2021, filed 11 Mar 2024.