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Leelyn Smith’s Aon AON Stock Holding History

Leelyn Smith’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
Q3 		– Sell
-211
Closed -$57K – 467
2022
Q2 		$57K Sell
211
-3
-1% -$862 0.01% 188
2022
Q1 		$70K Sell
214
-186
-47% -$54.1K 0.02% 181
2021
Q4 		$120K Buy
+400
New +$120K 0.03% 148
2021
Q1 		– Sell
-380
Closed -$80K – 381
2020
Q4 		$80K Buy
+380
New +$77.6K 0.03% 181
2020
Q3 		– Sell
-200
Closed -$39K – 332
2020
Q2 		$39K Hold
200
– – 0.02% 219
2020
Q1 		$33K Buy
+200
New +$40.9K 0.02% 182

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 $5.7T 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return