Iridian Asset Management’s Aon AON Stock Holding History

Iridian 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	-29,425	Closed	-$7.03M	–	96
2021 Q2	$7.03M	Sell	29,425 -92,854	-76%	-$22.7M	0.13%	53
2021 Q1	$28.1M	Sell	122,279 -655,483	-84%	-$144M	0.49%	51
2020 Q4	$164M	Sell	777,762 -34,335	-4%	-$7.01M	3.02%	10
2020 Q3	$168M	Sell	812,097 -4,478	-0.5%	-$894K	3.67%	6
2020 Q2	$157M	Sell	816,575 -116,750	-13%	-$21.8M	3.47%	8
2020 Q1	$154M	Sell	933,325 -15,179	-2%	-$3.11M	3.73%	9
2019 Q4	$198M	Sell	948,504 -110,363	-10%	-$21.9M	3.24%	8
2019 Q3	$205M	Sell	1,058,867 -87,775	-8%	-$16.9M	3.21%	7
2019 Q2	$221M	Sell	1,146,642 -113,952	-9%	-$20.6M	3.2%	6
2019 Q1	$215M	Sell	1,260,594 -175,153	-12%	-$28.4M	2.74%	8
2018 Q4	$209M	Sell	1,435,747 -91,409	-6%	-$14.2M	2.8%	10
2018 Q3	$235M	Buy	1,527,156 +1,515,856	+13,415%	+$222M	2.35%	16
2018 Q2	$1.55M	Buy	11,300 +3,500	+45%	+$493K	0.01%	66
2018 Q1	$1.09M	Hold	7,800	–	–	0.01%	70
2017 Q4	$1.04M	Buy	7,800 +2,800	+56%	+$399K	0.01%	67
2017 Q3	$731K	Hold	5,000	–	–	0.01%	67
2017 Q2	$665K	Buy	5,000 +1,600	+47%	+$202K	0.01%	76
2017 Q1	$404K	Hold	3,400	–	–	﹤0.01%	80
2016 Q4	$379K	Buy	+3,400	New	+$379K	﹤0.01%	77

Other funds holding AON

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $60.7B 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