KPW
AON icon

Kore Private Wealth’s Aon AON Stock Holding History

Kore Private Wealth’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
2022
Q3 		$555K Sell
2,071
-5
-0.2% -$1.41K 0.1% 124
2022
Q2 		$560K Buy
2,076
+17
+0.8% +$4.89K 0.09% 150
2022
Q1 		$670K Sell
2,059
-210
-9% -$61.1K 0.08% 148
2021
Q4 		$682K Sell
2,269
-681
-23% -$204K 0.08% 139
2021
Q3 		$843K Buy
2,950
+19
+0.6% +$5.1K 0.09% 172
2021
Q2 		$700K Sell
2,931
-116
-4% -$28.3K 0.08% 178
2021
Q1 		$701K Buy
3,047
+7
+0.2% +$1.54K 0.09% 152
2020
Q4 		$642K Sell
3,040
-26
-0.8% -$5.31K 0.1% 139
2020
Q3 		$633K Buy
+3,066
New +$612K 0.12% 117
2020
Q2 		– Sell
-3,120
Closed -$515K – 1155
2020
Q1 		$515K Buy
3,120
+42
+1% +$8.6K 0.12% 115
2019
Q4 		$641K Buy
3,078
+62
+2% +$12.3K 0.12% 121
2019
Q3 		$572K Buy
3,016
+58
+2% +$11.2K 0.13% 121
2019
Q2 		$571K Sell
2,958
-8
-0.3% -$1.45K 0.13% 119
2019
Q1 		$506K Sell
2,966
-90
-3% -$14.6K 0.11% 121
2018
Q4 		$444K Buy
+3,056
New +$475K 0.12% 132

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Kore Private Wealth's AON Position: Q3 2022 in Review

Kore Private Wealth reduced its Aon (AON) stake by 0.24% in Q3 2022, selling an estimated $1.41K and leaving 2,071 shares worth $555K. The position accounts for 0.1% of the portfolio, ranked #124.

Kore Private Wealth first reported a position in AON in Q4 2018 and has held it in 15 quarters since. The position peaked at $843K in Q3 2021. 945 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Kore Private Wealth held 2,071 shares of Aon worth $555K as of Q3 2022.
  • Kore Private Wealth sold 5 Aon shares in Q3 2022, an estimated $1.41K.
  • Aon made up 0.1% of Kore Private Wealth's portfolio in Q3 2022, its #124 holding.
  • Kore Private Wealth first reported a position in Aon in Q4 2018 and has held it in 15 quarters since.
  • Kore Private Wealth's Aon position peaked at $843K in Q3 2021.
  • 945 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.