Laffer Tengler Investments’s Aon AON Stock Holding History

Laffer Tengler 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
2024 Q1	–	Sell	-19	Closed	-$5.53K	–	415
2023 Q4	$5.53K	Buy	+19	New	+$6.08K	﹤0.01%	308
2018 Q1	–	Sell	-16,520	Closed	-$2.21M	–	196
2017 Q4	$2.21M	Hold	16,520	–	–	0.55%	71
2017 Q3	$2.41M	Sell	16,520 -1,230	-7%	-$172K	0.64%	45
2017 Q2	$2.36M	Hold	17,750	–	–	0.6%	50
2017 Q1	$2.11M	Hold	17,750	–	–	0.55%	65
2016 Q4	$1.98M	Buy	+17,750	New	+$1.98M	0.53%	58
2016 Q2	–	Sell	-19,393	Closed	-$2.03M	–	209
2016 Q1	$2.03M	Buy	+19,393	New	+$1.82M	0.55%	64
2015 Q4	–	Hold	0	–	–	–	83
2015 Q3	–	Sell	-19,393	Closed	-$1.88M	–	80
2015 Q2	$1.93M	Buy	+19,393	New	+$1.94M	0.47%	66

Other funds holding AON

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Laffer Tengler Investments's AON Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Aon (AON) in Q1 2024, closing a stake of 19 shares — an estimated $5.53K sold.

Laffer Tengler Investments first reported a position in AON in Q2 2015 and held it in 8 quarters. The position peaked at $2.41M in Q3 2017. 1,082 funds tracked by Wall St. Rank hold AON as of Q1 2024.

Laffer Tengler Investments reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 19 Aon shares in Q1 2024, an estimated $5.53K.
Laffer Tengler Investments first reported a position in Aon in Q2 2015 and held it in 8 quarters.
Laffer Tengler Investments's Aon position peaked at $2.41M in Q3 2017.
1,082 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.