Kozak & Associates’s Aon AON Stock Holding History

Kozak & Associates’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	–	Sell	-26	Closed	-$7K	–	332
2022 Q2	$7K	Hold	26	–	–	﹤0.01%	260
2022 Q1	$8K	Hold	26	–	–	0.01%	280
2021 Q4	$8K	Buy	+26	New	+$7.79K	0.01%	280

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Kozak & Associates's AON Position: Q3 2022 in Review

Kozak & Associates sold out of Aon (AON) in Q3 2022, closing a stake of 26 shares — an estimated $7K sold.

Kozak & Associates first reported a position in AON in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

Kozak & Associates reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
Kozak & Associates sold 26 Aon shares in Q3 2022, an estimated $7K.
Kozak & Associates first reported a position in Aon in Q4 2021 and held it in 3 quarters.
Kozak & Associates's Aon position peaked at $8K in Q1 2022.
944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Kozak & Associates's 13F filing for Q3 2022, filed 12 Oct 2022.