Lake Street Advisors Group’s Aon AON Stock Holding History

Lake Street Advisors Group’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 Q4	$758K	Buy	2,110 +50	+2%	+$18.4K	0.03%	260
2024 Q3	$713K	Buy	2,060 +5	+0.2%	+$1.64K	0.03%	268
2024 Q2	$603K	Buy	2,055 +30	+1%	+$8.87K	0.03%	287
2024 Q1	$676K	Buy	2,025 +81	+4%	+$25.1K	0.03%	291
2023 Q4	$566K	Buy	+1,944	New	+$622K	0.03%	307
2018 Q3	–	Sell	-1,490	Closed	-$204K	–	224
2018 Q2	$204K	Sell	1,490 -934	-39%	-$132K	0.02%	311
2018 Q1	$340K	Sell	2,424 -139	-5%	-$19.5K	0.04%	182
2017 Q4	$343K	Buy	+2,563	New	+$365K	0.04%	192

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

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

Lake Street Advisors Group's AON Position: Q4 2024 in Review

Lake Street Advisors Group increased its Aon (AON) stake by 2.4% in Q4 2024, buying an estimated $18.4K and bringing the position to 2,110 shares worth $758K. The position accounts for 0.03% of the portfolio, ranked #260.

Lake Street Advisors Group first reported a position in AON in Q4 2017 and has held it in 8 quarters since. 1,188 funds tracked by Wall St. Rank hold AON as of Q4 2024.

Lake Street Advisors Group held 2,110 shares of Aon worth $758K as of Q4 2024.
Lake Street Advisors Group bought 50 Aon shares in Q4 2024, an estimated $18.4K.
Aon made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #260 holding.
Lake Street Advisors Group first reported a position in Aon in Q4 2017 and has held it in 8 quarters since.
1,188 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.