LWM
AON icon

Lenox Wealth Management’s Aon AON Stock Holding History

Lenox Wealth Management’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
2014
Q4 		– Sell
-374
Closed -$33K – 153
2014
Q3 		$33K Hold
374
– – 0.02% 94
2014
Q2 		$34K Hold
374
– – 0.02% 93
2014
Q1 		$32K Hold
374
– – 0.02% 102
2013
Q4 		$31K Buy
+374
New +$29.6K 0.02% 106

Other funds holding AON

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lenox Wealth Management's AON Position: Q4 2014 in Review

Lenox Wealth Management sold out of Aon (AON) in Q4 2014, closing a stake of 374 shares — an estimated $33K sold.

Lenox Wealth Management first reported a position in AON in Q4 2013 and held it in 4 quarters. The position peaked at $34K in Q2 2014. 490 funds tracked by Wall St. Rank hold AON as of Q4 2014.

  • Lenox Wealth Management reported no remaining Aon position as of Q4 2014 after selling out during the quarter.
  • Lenox Wealth Management sold 374 Aon shares in Q4 2014, an estimated $33K.
  • Lenox Wealth Management first reported a position in Aon in Q4 2013 and held it in 4 quarters.
  • Lenox Wealth Management's Aon position peaked at $34K in Q2 2014.
  • 490 funds tracked by Wall St. Rank held Aon as of Q4 2014.

Based on Lenox Wealth Management's 13F filing for Q4 2014, filed 5 Feb 2015.