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Jamison Private Wealth Management’s Aon AON Stock Holding History

Jamison Private Wealth 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
Q2 		– Sell
-5
Closed -$1.67K – 430
2024
Q1 		$1.67K Buy
+5
New +$1.55K ﹤0.01% 406

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Jamison Private Wealth Management's AON Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Aon (AON) in Q2 2024, closing a stake of 5 shares — an estimated $1.67K sold.

Jamison Private Wealth Management first reported a position in AON in Q1 2024 and held it in 1 quarter. The position peaked at $1.67K in Q1 2024. 1,104 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 Aon shares in Q2 2024, an estimated $1.67K.
  • Jamison Private Wealth Management first reported a position in Aon in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Aon position peaked at $1.67K in Q1 2024.
  • 1,104 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.