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Kiwi Wealth Investments Limited Partnership’s Aon AON Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-39,711
Closed -$13.7M – 56
2023
Q2 		$13.7M Sell
39,711
-13,658
-26% -$4.44M 0.85% 32
2023
Q1 		$16.8M Sell
53,369
-371
-0.7% -$115K 1.09% 25
2022
Q4 		$16.1M Buy
53,740
+16,550
+45% +$4.84M 1.07% 29
2022
Q3 		$10M Hold
37,190
– – 0.69% 35
2022
Q2 		$10M Sell
37,190
-8,499
-19% -$2.44M 0.69% 35
2022
Q1 		$14.9M Sell
45,689
-12,813
-22% -$3.73M 0.8% 28
2021
Q4 		$17.6M Buy
58,502
+28,755
+97% +$8.62M 0.83% 28
2021
Q3 		$8.5M Sell
29,747
-24,144
-45% -$6.49M 0.43% 58
2021
Q2 		$12.9M Buy
53,891
+15,303
+40% +$3.74M 0.67% 44
2021
Q1 		$8.88M Sell
38,588
-10,275
-21% -$2.26M 0.51% 58
2020
Q4 		$10.3M Buy
+48,863
New +$9.98M 0.61% 41
2020
Q2 		– Sell
-7,909
Closed -$1.3M – 207
2020
Q1 		$1.3M Buy
7,909
+61
+0.8% +$12.5K 0.13% 144
2019
Q4 		$1.64M Buy
+7,848
New +$1.55M 0.12% 155
2015
Q3 		– Sell
-119,932
Closed -$12M – 97
2015
Q2 		$12M Buy
+119,932
New +$12M 1.27% 30
2015
Q1 		– Sell
-167,593
Closed -$15.9M – 72
2014
Q4 		$15.9M Buy
+167,593
New +$15M 1.58% 26

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's AON Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Aon (AON) in Q3 2023, closing a stake of 39,711 shares — an estimated $13.7M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AON in Q4 2014 and held it in 15 quarters. The position peaked at $17.6M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Aon position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 39,711 Aon shares in Q3 2023, an estimated $13.7M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Aon in Q4 2014 and held it in 15 quarters.
  • Kiwi Wealth Investments Limited Partnership's Aon position peaked at $17.6M in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.