LTI
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return