Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Aon AON Stock Holding History

Jacobs Levy Equity 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
2024
Q3 		– Sell
-1,055
Closed -$310K – 954
2024
Q2 		$310K Sell
1,055
-4,698
-82% -$1.39M ﹤0.01% 889
2024
Q1 		$1.92M Buy
+5,753
New +$1.78M 0.01% 605
2023
Q3 		– Sell
-4,584
Closed -$1.58M – 965
2023
Q2 		$1.58M Sell
4,584
-22,133
-83% -$7.19M 0.01% 612
2023
Q1 		$8.42M Sell
26,717
-147,699
-85% -$45.7M 0.05% 309
2022
Q4 		$52.3M Buy
174,416
+15,878
+10% +$4.64M 0.35% 79
2022
Q3 		$42.5M Buy
158,538
+156,241
+6,802% +$44.2M 0.34% 79
2022
Q2 		$619K Buy
+2,297
New +$660K ﹤0.01% 838
2020
Q2 		– Sell
-12,671
Closed -$2.09M – 1032
2020
Q1 		$2.09M Buy
+12,671
New +$2.59M 0.03% 465
2019
Q1 		– Sell
-2,050
Closed -$298K – 952
2018
Q4 		$298K Buy
+2,050
New +$318K 0.01% 813
2016
Q3 		– Sell
-9,125
Closed -$997K – 1012
2016
Q2 		$997K Buy
9,125
+6,535
+252% +$691K 0.02% 587
2016
Q1 		$271K Sell
2,590
-142,094
-98% -$13.3M 0.01% 896
2015
Q4 		$13.3M Sell
144,684
-229,706
-61% -$21.4M 0.27% 121
2015
Q3 		$33.2M Sell
374,390
-9,190
-2% -$890K 0.68% 32
2015
Q2 		$38.2M Sell
383,580
-78,710
-17% -$7.88M 0.73% 27
2015
Q1 		$44.4M Buy
462,290
+148,010
+47% +$14.3M 0.76% 28
2014
Q4 		$29.8M Buy
314,280
+255,630
+436% +$22.9M 0.51% 45
2014
Q3 		$5.14M Buy
58,650
+7,880
+16% +$688K 0.09% 241
2014
Q2 		$4.57M Buy
+50,770
New +$4.39M 0.08% 288

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Jacobs Levy Equity Management's AON Position: Q3 2024 in Review

Jacobs Levy Equity Management sold out of Aon (AON) in Q3 2024, closing a stake of 1,055 shares — an estimated $310K sold.

Jacobs Levy Equity Management first reported a position in AON in Q2 2014 and held it in 18 quarters. The position peaked at $52.3M in Q4 2022. 1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • Jacobs Levy Equity Management reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 1,055 Aon shares in Q3 2024, an estimated $310K.
  • Jacobs Levy Equity Management first reported a position in Aon in Q2 2014 and held it in 18 quarters.
  • Jacobs Levy Equity Management's Aon position peaked at $52.3M in Q4 2022.
  • 1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2024, filed 14 Nov 2024.