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KCS Wealth Advisory’s Aon AON Stock Holding History

KCS Wealth 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
2023
Q3 		$929K Sell
2,866
-207
-7% -$68.5K 0.4% 70
2023
Q2 		$1.06M Buy
3,073
+35
+1% +$11.4K 0.37% 74
2023
Q1 		$958K Sell
3,038
-67
-2% -$20.7K 0.36% 78
2022
Q4 		$932K Buy
3,105
+81
+3% +$23.7K 0.39% 71
2022
Q3 		$810K Sell
3,024
-592
-16% -$167K 0.37% 78
2022
Q2 		$975K Sell
3,616
-8
-0.2% -$2.3K 0.43% 77
2022
Q1 		$1.18M Buy
3,624
+4
+0.1% +$1.16K 0.55% 67
2021
Q4 		$1.09M Sell
3,620
-31
-0.8% -$9.29K 0.44% 74
2021
Q3 		$1.04M Sell
3,651
-86
-2% -$23.1K 0.49% 71
2021
Q2 		$892K Sell
3,737
-227
-6% -$55.5K 0.42% 78
2021
Q1 		$912K Buy
3,964
+27
+0.7% +$5.94K 0.47% 76
2020
Q4 		$832K Buy
3,937
+44
+1% +$8.98K 0.55% 69
2020
Q3 		$803K Buy
+3,893
New +$777K 0.64% 65

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

KCS Wealth Advisory's AON Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Aon (AON) stake by 6.7% in Q3 2023, selling an estimated $68.5K and leaving 2,866 shares worth $929K. The position accounts for 0.4% of the portfolio, ranked #70.

KCS Wealth Advisory first reported a position in AON in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.18M in Q1 2022. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • KCS Wealth Advisory held 2,866 shares of Aon worth $929K as of Q3 2023.
  • KCS Wealth Advisory sold 207 Aon shares in Q3 2023, an estimated $68.5K.
  • Aon made up 0.4% of KCS Wealth Advisory's portfolio in Q3 2023, its #70 holding.
  • KCS Wealth Advisory first reported a position in Aon in Q3 2020 and has held it in 13 quarters since.
  • KCS Wealth Advisory's Aon position peaked at $1.18M in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.