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KMG Fiduciary Partners’s Aon AON Stock Holding History

KMG Fiduciary Partners’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
2024
Q3 		– Sell
-1,028
Closed -$302K – 268
2024
Q2 		$302K Hold
1,028
– – 0.03% 210
2024
Q1 		$343K Buy
1,028
+3
+0.3% +$930 0.04% 193
2023
Q4 		$298K Sell
1,025
-4
-0.4% -$1.28K 0.03% 200
2023
Q3 		$334K Hold
1,029
– – 0.04% 189
2023
Q2 		$355K Hold
1,029
– – 0.05% 193
2023
Q1 		$324K Hold
1,029
– – 0.05% 196
2022
Q4 		$309K Buy
+1,029
New +$301K 0.05% 198

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

KMG Fiduciary Partners's AON Position: Q3 2024 in Review

KMG Fiduciary Partners sold out of Aon (AON) in Q3 2024, closing a stake of 1,028 shares — an estimated $302K sold.

KMG Fiduciary Partners first reported a position in AON in Q4 2022 and held it in 7 quarters. The position peaked at $355K in Q2 2023. 1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • KMG Fiduciary Partners reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,028 Aon shares in Q3 2024, an estimated $302K.
  • KMG Fiduciary Partners first reported a position in Aon in Q4 2022 and held it in 7 quarters.
  • KMG Fiduciary Partners's Aon position peaked at $355K in Q2 2023.
  • 1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on KMG Fiduciary Partners's 13F filing for Q3 2024, filed 17 Oct 2024.