IFAM
AON icon

Institutional & Family Asset Management’s Aon AON Stock Holding History

Institutional & Family Asset 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
2021
Q3 		– Sell
-55
Closed -$13K – 907
2021
Q2 		$13K Sell
55
-125
-69% -$30.5K ﹤0.01% 546
2021
Q1 		$41K Buy
+180
New +$39.6K 0.01% 380

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Institutional & Family Asset Management's AON Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Aon (AON) in Q3 2021, closing a stake of 55 shares — an estimated $13K sold.

Institutional & Family Asset Management first reported a position in AON in Q1 2021 and held it in 2 quarters. The position peaked at $41K in Q1 2021. 910 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 55 Aon shares in Q3 2021, an estimated $13K.
  • Institutional & Family Asset Management first reported a position in Aon in Q1 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Aon position peaked at $41K in Q1 2021.
  • 910 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.