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Legacy Capital Wealth Partners’s Aon AON Stock Holding History

Legacy Capital Wealth Partners’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
Q3 		– Sell
-1,127
Closed -$331K – 358
2024
Q2 		$331K Buy
+1,127
New +$333K 0.08% 224
2024
Q1 		– Sell
-1,185
Closed -$345K – 127
2023
Q4 		$345K Sell
1,185
-59
-5% -$18.9K 0.1% 200
2023
Q3 		$403K Buy
1,244
+365
+42% +$121K 0.11% 169
2023
Q2 		$303K Sell
879
-367
-29% -$119K 0.25% 37
2023
Q1 		$393K Buy
1,246
+367
+42% +$114K 0.11% 166
2022
Q4 		$264K Hold
879
– – 0.13% 52
2022
Q3 		$235K Sell
879
-23
-3% -$6.5K 0.12% 48
2022
Q2 		$243K Buy
902
+84
+10% +$24.1K 0.12% 47
2022
Q1 		$266K Buy
+818
New +$238K 0.11% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Legacy Capital Wealth Partners's AON Position: Q3 2024 in Review

Legacy Capital Wealth Partners sold out of Aon (AON) in Q3 2024, closing a stake of 1,127 shares — an estimated $331K sold.

Legacy Capital Wealth Partners first reported a position in AON in Q1 2022 and held it in 9 quarters. The position peaked at $403K in Q3 2023. 1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • Legacy Capital Wealth Partners reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,127 Aon shares in Q3 2024, an estimated $331K.
  • Legacy Capital Wealth Partners first reported a position in Aon in Q1 2022 and held it in 9 quarters.
  • Legacy Capital Wealth Partners's Aon position peaked at $403K in Q3 2023.
  • 1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.