Janiczek Wealth Management’s Aon AON Stock Holding History

Janiczek 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	$11.7K	Sell	40 -3	-7%	-$887	﹤0.01%	637
2024 Q1	$14.3K	Hold	43	–	–	﹤0.01%	624
2023 Q4	$12.5K	Buy	43 +1	+2%	+$320	﹤0.01%	630
2023 Q3	$13.6K	Buy	42 +3	+8%	+$993	﹤0.01%	575
2023 Q2	$13.5K	Hold	39	–	–	﹤0.01%	516
2023 Q1	$12.7K	Sell	39 -1	-3%	-$310	﹤0.01%	527
2022 Q4	$12.6K	Hold	40	–	–	﹤0.01%	522
2022 Q3	$11K	Hold	40	–	–	﹤0.01%	528
2022 Q2	$12K	Sell	40 -5	-11%	-$1.44K	﹤0.01%	542
2022 Q1	$15K	Hold	45	–	–	﹤0.01%	498
2021 Q4	$14K	Hold	45	–	–	﹤0.01%	536
2021 Q3	$13K	Buy	45 +1	+2%	+$269	﹤0.01%	524
2021 Q2	$11K	Sell	44 -7	-14%	-$1.71K	﹤0.01%	539
2021 Q1	$12K	Buy	51 +26	+104%	+$5.72K	﹤0.01%	483
2020 Q4	$5K	Buy	25 +10	+67%	+$2.04K	﹤0.01%	579
2020 Q3	$3K	Sell	15 -30	-67%	-$5.99K	﹤0.01%	422
2020 Q2	$9K	Buy	+45	New	+$8.39K	0.01%	147

Other funds holding AON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Janiczek Wealth Management's AON Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Aon (AON) stake by 7% in Q2 2024, selling an estimated $887 and leaving 40 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Janiczek Wealth Management first reported a position in AON in Q2 2020 and has held it in 17 quarters since. The position peaked at $15K in Q1 2022. 1,104 funds tracked by Wall St. Rank hold AON as of Q2 2024.

Janiczek Wealth Management held 40 shares of Aon worth $11.7K as of Q2 2024.
Janiczek Wealth Management sold 3 Aon shares in Q2 2024, an estimated $887.
Aon made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #637 holding.
Janiczek Wealth Management first reported a position in Aon in Q2 2020 and has held it in 17 quarters since.
Janiczek Wealth Management's Aon position peaked at $15K in Q1 2022.
1,104 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.