Kiwi Wealth Investments Limited Partnership’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39,711
| Closed | -$13.7M | – | 56 |
|
|
2023
Q2 | $13.7M | Sell |
39,711
-13,658
| -26% | -$4.71M | 0.85% | 32 |
|
|
2023
Q1 | $16.8M | Sell |
53,369
-371
| -0.7% | -$117K | 1.09% | 25 |
|
|
2022
Q4 | $16.1M | Buy |
53,740
+16,550
| +45% | +$4.97M | 1.07% | 29 |
|
|
2022
Q3 | $10M | Hold |
37,190
| – | – | 0.69% | 35 |
|
|
2022
Q2 | $10M | Sell |
37,190
-8,499
| -19% | -$2.29M | 0.69% | 35 |
|
|
2022
Q1 | $14.9M | Sell |
45,689
-12,813
| -22% | -$4.17M | 0.8% | 28 |
|
|
2021
Q4 | $17.6M | Buy |
58,502
+28,755
| +97% | +$8.64M | 0.83% | 28 |
|
|
2021
Q3 | $8.5M | Sell |
29,747
-24,144
| -45% | -$6.9M | 0.43% | 58 |
|
|
2021
Q2 | $12.9M | Buy |
53,891
+15,303
| +40% | +$3.65M | 0.67% | 44 |
|
|
2021
Q1 | $8.88M | Sell |
38,588
-10,275
| -21% | -$2.36M | 0.51% | 58 |
|
|
2020
Q4 | $10.3M | Buy |
+48,863
| New | +$10.3M | 0.61% | 41 |
|
|
2020
Q2 | – | Sell |
-7,909
| Closed | -$1.31M | – | 207 |
|
|
2020
Q1 | $1.31M | Buy |
7,909
+61
| +0.8% | +$10.1K | 0.13% | 144 |
|
|
2019
Q4 | $1.64M | Buy |
+7,848
| New | +$1.64M | 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 | +$15.9M | 1.58% | 26 |
|