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Lee Capital Holdings’s Aon AON Stock Holding History

Lee Capital Holdings’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
2021
Q3 		– Sell
-4,925
Closed -$1.18M – 62
2021
Q2 		$1.18M Sell
4,925
-4,590
-48% -$1.12M 0.59% 48
2021
Q1 		$2.19M Hold
9,515
– – 0.97% 34
2020
Q4 		$2.01M Buy
+9,515
New +$1.94M 1.19% 29

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Lee Capital Holdings's AON Position: Q3 2021 in Review

Lee Capital Holdings sold out of Aon (AON) in Q3 2021, closing a stake of 4,925 shares — an estimated $1.18M sold.

Lee Capital Holdings first reported a position in AON in Q4 2020 and held it in 3 quarters. The position peaked at $2.19M in Q1 2021. 912 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Lee Capital Holdings reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
  • Lee Capital Holdings sold 4,925 Aon shares in Q3 2021, an estimated $1.18M.
  • Lee Capital Holdings first reported a position in Aon in Q4 2020 and held it in 3 quarters.
  • Lee Capital Holdings's Aon position peaked at $2.19M in Q1 2021.
  • 912 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Lee Capital Holdings's 13F filing for Q3 2021, filed 12 Nov 2021.