Icon Wealth Partners’s Aon AON Stock Holding History

Icon Wealth Partners’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 Q3	$141K	Sell	435 -1	-0.2%	-$331	0.02%	331
2023 Q2	$151K	Hold	436	–	–	0.02%	349
2023 Q1	$138K	Buy	+436	New	+$135K	0.02%	359
2020 Q1	–	Sell	-1,094	Closed	-$228K	–	156
2019 Q4	$228K	Buy	+1,094	New	+$217K	0.07%	155
2019 Q2	–	Sell	-489	Closed	-$83K	–	201
2019 Q1	$83K	Buy	+489	New	+$79.3K	0.03%	263
2018 Q3	–	Sell	-541	Closed	-$74K	–	299
2018 Q2	$74K	Buy	+541	New	+$76.2K	0.03%	300
2018 Q1	–	Sell	-597	Closed	-$80K	–	284
2017 Q4	$80K	Buy	+597	New	+$85K	0.04%	313

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

Icon Wealth Partners's AON Position: Q3 2023 in Review

Icon Wealth Partners reduced its Aon (AON) stake by 0.23% in Q3 2023, selling an estimated $331 and leaving 435 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #331.

Icon Wealth Partners first reported a position in AON in Q4 2017 and has held it in 7 quarters since. The position peaked at $228K in Q4 2019. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

Icon Wealth Partners held 435 shares of Aon worth $141K as of Q3 2023.
Icon Wealth Partners sold 1 Aon share in Q3 2023, an estimated $331.
Aon made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #331 holding.
Icon Wealth Partners first reported a position in Aon in Q4 2017 and has held it in 7 quarters since.
Icon Wealth Partners's Aon position peaked at $228K in Q4 2019.
1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.