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Karpus Investment Management’s Aon AON Stock Holding History

Karpus Investment 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
2021
Q2 		– Sell
-2,626
Closed -$604K – 300
2021
Q1 		$604K Buy
+2,626
New +$578K 0.02% 226
2019
Q4 		– Sell
-2,626
Closed -$508K – 181
2019
Q3 		$508K Hold
2,626
– – 0.02% 157
2019
Q2 		$507K Hold
2,626
– – 0.02% 157
2019
Q1 		$454K Hold
2,626
– – 0.02% 175
2018
Q4 		$382K Hold
2,626
– – 0.02% 177
2018
Q3 		$404K Hold
2,626
– – 0.02% 157
2018
Q2 		$374K Buy
+2,626
New +$370K 0.02% 149

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

Karpus Investment Management's AON Position: Q2 2021 in Review

Karpus Investment Management sold out of Aon (AON) in Q2 2021, closing a stake of 2,626 shares — an estimated $604K sold.

Karpus Investment Management first reported a position in AON in Q2 2018 and held it in 7 quarters. The position peaked at $604K in Q1 2021. 905 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Karpus Investment Management reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
  • Karpus Investment Management sold 2,626 Aon shares in Q2 2021, an estimated $604K.
  • Karpus Investment Management first reported a position in Aon in Q2 2018 and held it in 7 quarters.
  • Karpus Investment Management's Aon position peaked at $604K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Karpus Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.