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Lucia Wealth Services’s Aon AON Stock Holding History

Lucia Wealth 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
2020
Q3 		$1.22M Buy
5,921
+1,246
+27% +$249K 0.29% 63
2020
Q2 		$900K Buy
4,675
+1,200
+35% +$224K 0.24% 73
2020
Q1 		$574K Buy
+3,475
New +$711K 0.19% 95
2019
Q2 		– Sell
-1,482
Closed -$253K – 174
2019
Q1 		$253K Sell
1,482
-94
-6% -$15.2K 0.09% 112
2018
Q4 		$229K Sell
1,576
-762
-33% -$118K 0.11% 107
2018
Q3 		$360K Sell
2,338
-288
-11% -$42.1K 0.11% 110
2018
Q2 		$360K Buy
+2,626
New +$370K 0.16% 97

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Lucia Wealth Services's AON Position: Q3 2020 in Review

Lucia Wealth Services increased its Aon (AON) stake by 27% in Q3 2020, buying an estimated $249K and bringing the position to 5,921 shares worth $1.22M. The position accounts for 0.29% of the portfolio, ranked #63.

Lucia Wealth Services first reported a position in AON in Q2 2018 and has held it in 7 quarters since. 803 funds tracked by Wall St. Rank hold AON as of Q3 2020.

  • Lucia Wealth Services held 5,921 shares of Aon worth $1.22M as of Q3 2020.
  • Lucia Wealth Services bought 1,246 Aon shares in Q3 2020, an estimated $249K.
  • Aon made up 0.29% of Lucia Wealth Services's portfolio in Q3 2020, its #63 holding.
  • Lucia Wealth Services first reported a position in Aon in Q2 2018 and has held it in 7 quarters since.
  • 803 funds tracked by Wall St. Rank held Aon as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.