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Lee Financial’s Aon AON Stock Holding History

Lee Financial’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
2023
Q1 		– Sell
-3
Closed -$900 – 801
2022
Q4 		$900 Hold
3
– – ﹤0.01% 776
2022
Q3 		$1K Buy
3
+1
+50% +$283 ﹤0.01% 732
2022
Q2 		$1K Buy
+2
New +$575 ﹤0.01% 762
2022
Q1 		– Sell
-62
Closed -$19K – 764
2021
Q4 		$19K Buy
+62
New +$18.6K ﹤0.01% 379

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Lee Financial's AON Position: Q1 2023 in Review

Lee Financial sold out of Aon (AON) in Q1 2023, closing a stake of 3 shares — an estimated $900 sold.

Lee Financial first reported a position in AON in Q4 2021 and held it in 4 quarters. The position peaked at $19K in Q4 2021. 1,008 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • Lee Financial reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 3 Aon shares in Q1 2023, an estimated $900.
  • Lee Financial first reported a position in Aon in Q4 2021 and held it in 4 quarters.
  • Lee Financial's Aon position peaked at $19K in Q4 2021.
  • 1,008 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.