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LMCG Investments’s Aon AON Stock Holding History

LMCG Investments’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
Q2 		– Sell
-778
Closed -$260K – 284
2024
Q1 		$260K Hold
778
– – 0.02% 276
2023
Q4 		$226K Buy
+778
New +$249K 0.01% 291
2023
Q3 		– Sell
-639
Closed -$221K – 293
2023
Q2 		$221K Sell
639
-258
-29% -$83.8K 0.01% 284
2023
Q1 		$283K Hold
897
– – 0.02% 283
2022
Q4 		$269K Hold
897
– – 0.02% 289
2022
Q3 		$240K Hold
897
– – 0.02% 305
2022
Q2 		$242K Hold
897
– – 0.02% 304
2022
Q1 		$292K Buy
+897
New +$261K 0.02% 304

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

LMCG Investments's AON Position: Q2 2024 in Review

LMCG Investments sold out of Aon (AON) in Q2 2024, closing a stake of 778 shares — an estimated $260K sold.

LMCG Investments first reported a position in AON in Q1 2022 and held it in 8 quarters. The position peaked at $292K in Q1 2022. 1,104 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • LMCG Investments reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
  • LMCG Investments sold 778 Aon shares in Q2 2024, an estimated $260K.
  • LMCG Investments first reported a position in Aon in Q1 2022 and held it in 8 quarters.
  • LMCG Investments's Aon position peaked at $292K in Q1 2022.
  • 1,104 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on LMCG Investments's 13F filing for Q2 2024, filed 9 Aug 2024.