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Kula Investments’s Aon AON Stock Holding History

Kula Investments’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
Q1 		$217K Sell
687
-3,226
-82% -$999K 0.05% 549
2022
Q4 		$1.17M Buy
+3,913
New +$1.14M 0.35% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Kula Investments's AON Position: Q1 2023 in Review

Kula Investments reduced its Aon (AON) stake by 82% in Q1 2023, selling an estimated $999K and leaving 687 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #549.

Kula Investments first reported a position in AON in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • Kula Investments held 687 shares of Aon worth $217K as of Q1 2023.
  • Kula Investments sold 3,226 Aon shares in Q1 2023, an estimated $999K.
  • Aon made up 0.05% of Kula Investments's portfolio in Q1 2023, its #549 holding.
  • Kula Investments first reported a position in Aon in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Aon position peaked at $1.17M in Q4 2022.
  • 1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.