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Legacy Capital Group California’s Aon AON Stock Holding History

Legacy Capital Group 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
2024
Q1 		– Sell
-1,392
Closed -$405K – 303
2023
Q4 		$405K Buy
1,392
+42
+3% +$13.4K 0.16% 188
2023
Q3 		$438K Buy
1,350
+7
+0.5% +$2.32K 0.19% 162
2023
Q2 		$464K Buy
1,343
+46
+4% +$14.9K 0.19% 163
2023
Q1 		$409K Buy
+1,297
New +$401K 0.2% 151

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Legacy Capital Group California's AON Position: Q1 2024 in Review

Legacy Capital Group California sold out of Aon (AON) in Q1 2024, closing a stake of 1,392 shares — an estimated $405K sold.

Legacy Capital Group California first reported a position in AON in Q1 2023 and held it in 4 quarters. The position peaked at $464K in Q2 2023. 1,080 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Legacy Capital Group California reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 1,392 Aon shares in Q1 2024, an estimated $405K.
  • Legacy Capital Group California first reported a position in Aon in Q1 2023 and held it in 4 quarters.
  • Legacy Capital Group California's Aon position peaked at $464K in Q2 2023.
  • 1,080 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.