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Joseph P. Lucia & Associates’s Aon AON Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-10
Closed -$2K – 569
2021
Q1 		$2K Buy
+10
New +$2.2K ﹤0.01% 477

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

Joseph P. Lucia & Associates's AON Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of Aon (AON) in Q2 2021, closing a stake of 10 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in AON in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 905 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 10 Aon shares in Q2 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Aon in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Aon position peaked at $2K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.