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Laurel Wealth Advisors (California)’s Aon AON Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.33M Sell
4,422
-75
-2% -$21.9K 0.13% 173
2022
Q3 		$1.21M Sell
4,497
-593
-12% -$168K 0.13% 173
2022
Q2 		$1.37M Sell
5,090
-548
-10% -$158K 0.14% 160
2022
Q1 		$1.84M Buy
5,638
+287
+5% +$83.5K 0.15% 146
2021
Q4 		$1.61M Buy
5,351
+1,935
+57% +$580K 0.12% 167
2021
Q3 		$976K Hold
3,416
– – 0.18% 137
2021
Q2 		$816K Hold
3,416
– – 0.11% 202
2021
Q1 		$786K Hold
3,416
– – 0.12% 186
2020
Q4 		$722K Hold
3,416
– – 0.11% 188
2020
Q3 		$705K Hold
3,416
– – 0.12% 187
2020
Q2 		$658K Sell
3,416
-3
-0.1% -$559 0.12% 183
2020
Q1 		$564K Hold
3,419
– – 0.13% 178
2019
Q4 		$712K Hold
3,419
– – 0.12% 195
2019
Q3 		$662K Hold
3,419
– – 0.11% 200
2019
Q2 		$660K Buy
3,419
+3
+0.1% +$544 0.14% 159
2019
Q1 		$583K Sell
3,416
-23
-0.7% -$3.73K 0.14% 162
2018
Q4 		$499K Sell
3,439
-31
-0.9% -$4.81K 0.15% 160
2018
Q3 		$533K Sell
3,470
-16
-0.5% -$2.34K 0.13% 178
2018
Q2 		$478K Sell
3,486
-6
-0.2% -$845 0.13% 185
2018
Q1 		$490K Buy
3,492
+5
+0.1% +$700 0.15% 163
2017
Q4 		$462K Sell
3,487
-8
-0.2% -$1.14K 0.13% 179
2017
Q3 		$510K Sell
3,495
-7
-0.2% -$977 0.17% 145
2017
Q2 		$465K Sell
3,502
-19
-0.5% -$2.4K 0.17% 160
2017
Q1 		$417K Sell
3,521
-11
-0.3% -$1.27K 0.16% 160
2016
Q4 		$393K Sell
3,532
-2
-0.1% -$223 0.17% 147
2016
Q3 		$398K Sell
3,534
-20
-0.6% -$2.21K 0.19% 140
2016
Q2 		$388K Hold
3,554
– – 0.19% 140
2016
Q1 		$371K Buy
3,554
+4
+0.1% +$375 0.19% 140
2015
Q4 		$327K Buy
+3,550
New +$331K 0.17% 161

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AON Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Aon (AON) stake by 1.7% in Q4 2022, selling an estimated $21.9K and leaving 4,422 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #173.

Laurel Wealth Advisors (California) first reported a position in AON in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.84M in Q1 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,422 shares of Aon worth $1.33M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 75 Aon shares in Q4 2022, an estimated $21.9K.
  • Aon made up 0.13% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #173 holding.
  • Laurel Wealth Advisors (California) first reported a position in Aon in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Aon position peaked at $1.84M in Q1 2022.
  • 1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.