Level Four Advisory Services’s Aon AON Stock Holding History

Level Four Advisory Services’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
2021 Q3	–	Sell	-3,969	Closed	-$948K	–	470
2021 Q2	$948K	Buy	3,969 +11	+0.3%	+$2.69K	0.07%	275
2021 Q1	$911K	Sell	3,958 -58	-1%	-$12.8K	0.07%	277
2020 Q4	$848K	Buy	4,016 +171	+4%	+$34.9K	0.07%	274
2020 Q3	$793K	Sell	3,845 -213	-5%	-$42.5K	0.06%	282
2020 Q2	$781K	Buy	+4,058	New	+$756K	0.06%	294

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

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Level Four Advisory Services's AON Position: Q3 2021 in Review

Level Four Advisory Services sold out of Aon (AON) in Q3 2021, closing a stake of 3,969 shares — an estimated $948K sold.

Level Four Advisory Services first reported a position in AON in Q2 2020 and held it in 5 quarters. The position peaked at $948K in Q2 2021. 909 funds tracked by Wall St. Rank hold AON as of Q3 2021.

Level Four Advisory Services reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
Level Four Advisory Services sold 3,969 Aon shares in Q3 2021, an estimated $948K.
Level Four Advisory Services first reported a position in Aon in Q2 2020 and held it in 5 quarters.
Level Four Advisory Services's Aon position peaked at $948K in Q2 2021.
909 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.