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Liberty Wealth Management’s Aon AON Stock Holding History

Liberty 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
2021
Q4 		– Sell
-30
Closed -$8K – 213
2021
Q3 		$8K Buy
30
+15
+100% +$4.03K ﹤0.01% 856
2021
Q2 		$4K Hold
15
– – ﹤0.01% 816
2021
Q1 		$3K Hold
15
– – ﹤0.01% 753
2020
Q4 		$3K Hold
15
– – ﹤0.01% 749
2020
Q3 		$3K Buy
+15
New +$3K ﹤0.01% 690

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Liberty Wealth Management's AON Position: Q4 2021 in Review

Liberty Wealth Management sold out of Aon (AON) in Q4 2021, closing a stake of 30 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in AON in Q3 2020 and held it in 5 quarters. The position peaked at $8K in Q3 2021. 990 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Liberty Wealth Management reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 30 Aon shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in Aon in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Aon position peaked at $8K in Q3 2021.
  • 990 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.