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Lee, Danner & Bass’s Aon AON Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-8
Closed -$2.87K – 245
2024
Q4 		$2.87K Buy
+8
New +$2.94K ﹤0.01% 649

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Lee, Danner & Bass's AON Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Aon (AON) in Q1 2025, closing a stake of 8 shares — an estimated $2.87K sold.

Lee, Danner & Bass first reported a position in AON in Q4 2024 and held it in 1 quarter. The position peaked at $2.87K in Q4 2024. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 8 Aon shares in Q1 2025, an estimated $2.87K.
  • Lee, Danner & Bass first reported a position in Aon in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Aon position peaked at $2.87K in Q4 2024.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.