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Kaizen Advisory’s Aon AON Stock Holding History

Kaizen Advisory’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
2018
Q4 		$96K Buy
659
+44
+7% +$6.83K 0.07% 226
2018
Q3 		$95K Hold
615
– – 0.05% 238
2018
Q2 		$84K Buy
615
+370
+151% +$52.1K 0.04% 246
2018
Q1 		$34K Hold
245
– – 0.03% 248
2017
Q4 		$33K Buy
+245
New +$34.9K 0.02% 245

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kaizen Advisory's AON Position: Q4 2018 in Review

Kaizen Advisory increased its Aon (AON) stake by 7.2% in Q4 2018, buying an estimated $6.83K and bringing the position to 659 shares worth $96K. The position accounts for 0.07% of the portfolio, ranked #226.

Kaizen Advisory first reported a position in AON in Q4 2017 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold AON as of Q4 2018.

  • Kaizen Advisory held 659 shares of Aon worth $96K as of Q4 2018.
  • Kaizen Advisory bought 44 Aon shares in Q4 2018, an estimated $6.83K.
  • Aon made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #226 holding.
  • Kaizen Advisory first reported a position in Aon in Q4 2017 and has held it in 5 quarters since.
  • 688 funds tracked by Wall St. Rank held Aon as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.