Lenox Wealth Advisors’s Aon AON Stock Holding History

Lenox Wealth Advisors’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 Q1	$2K	Sell	5 -24	-83%	-$6.98K	﹤0.01%	632
2021 Q4	$9K	Buy	29 +12	+71%	+$3.6K	﹤0.01%	522
2021 Q3	$5K	Buy	17 +3	+21%	+$806	﹤0.01%	546
2021 Q2	$3K	Sell	14 -12	-46%	-$2.93K	﹤0.01%	606
2021 Q1	$6K	Buy	26 +2	+8%	+$440	﹤0.01%	472
2020 Q4	$5K	Buy	+24	New	+$4.9K	﹤0.01%	494
2019 Q2	–	Sell	-42	Closed	-$7K	–	415
2019 Q1	$7K	Buy	+42	New	+$6.81K	﹤0.01%	305
2018 Q3	–	Sell	-70	Closed	-$10K	–	410
2018 Q2	$10K	Buy	+70	New	+$9.86K	﹤0.01%	356
2016 Q1	–	Sell	-45	Closed	-$4K	–	259
2015 Q4	$4K	Hold	45	–	–	﹤0.01%	238
2015 Q3	$4K	Hold	45	–	–	﹤0.01%	276
2015 Q2	$4K	Hold	45	–	–	﹤0.01%	227
2015 Q1	$4K	Hold	45	–	–	﹤0.01%	252
2014 Q4	$4K	Buy	+45	New	+$4.03K	﹤0.01%	256

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Lenox Wealth Advisors's AON Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Aon (AON) stake by 83% in Q1 2022, selling an estimated $6.98K and leaving 5 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Lenox Wealth Advisors first reported a position in AON in Q4 2014 and has held it in 13 quarters since. The position peaked at $10K in Q2 2018. 981 funds tracked by Wall St. Rank hold AON as of Q1 2022.

Lenox Wealth Advisors held 5 shares of Aon worth $2K as of Q1 2022.
Lenox Wealth Advisors sold 24 Aon shares in Q1 2022, an estimated $6.98K.
Aon made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #632 holding.
Lenox Wealth Advisors first reported a position in Aon in Q4 2014 and has held it in 13 quarters since.
Lenox Wealth Advisors's Aon position peaked at $10K in Q2 2018.
981 funds tracked by Wall St. Rank held Aon as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.