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LVW Advisors’s Aon AON Stock Holding History

LVW Advisors’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
Q4 		– Sell
-790
Closed -$273K – 314
2024
Q3 		$273K Buy
790
+83
+12% +$27.2K 0.03% 261
2024
Q2 		$208K Sell
707
-459
-39% -$136K 0.03% 282
2024
Q1 		$389K Buy
1,166
+121
+12% +$37.5K 0.07% 198
2023
Q4 		$304K Buy
1,045
+13
+1% +$4.16K 0.06% 206
2023
Q3 		$335K Buy
1,032
+176
+21% +$58.2K 0.07% 163
2023
Q2 		$295K Sell
856
-715
-46% -$232K 0.06% 171
2023
Q1 		$495K Buy
1,571
+97
+7% +$30K 0.1% 145
2022
Q4 		$442K Sell
1,474
-11
-0.7% -$3.21K 0.09% 157
2022
Q3 		$398K Sell
1,485
-23
-2% -$6.5K 0.09% 150
2022
Q2 		$407K Sell
1,508
-273
-15% -$78.5K 0.08% 156
2022
Q1 		$580K Sell
1,781
-127
-7% -$36.9K 0.1% 131
2021
Q4 		$573K Sell
1,908
-108
-5% -$32.4K 0.1% 138
2021
Q3 		$576K Sell
2,016
-15
-0.7% -$4.03K 0.1% 143
2021
Q2 		$485K Sell
2,031
-32
-2% -$7.82K 0.09% 147
2021
Q1 		$475K Buy
2,063
+103
+5% +$22.7K 0.09% 151
2020
Q4 		$414K Buy
1,960
+18
+0.9% +$3.67K 0.08% 132
2020
Q3 		$401K Buy
1,942
+269
+16% +$53.7K 0.09% 121
2020
Q2 		$322K Buy
1,673
+120
+8% +$22.4K 0.08% 139
2020
Q1 		$256K Buy
1,553
+355
+30% +$72.7K 0.07% 132
2019
Q4 		$250K Buy
+1,198
New +$237K 0.06% 157

Other funds holding AON

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

LVW Advisors's AON Position: Q4 2024 in Review

LVW Advisors sold out of Aon (AON) in Q4 2024, closing a stake of 790 shares — an estimated $273K sold.

LVW Advisors first reported a position in AON in Q4 2019 and held it in 20 quarters. The position peaked at $580K in Q1 2022. 1,192 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • LVW Advisors reported no remaining Aon position as of Q4 2024 after selling out during the quarter.
  • LVW Advisors sold 790 Aon shares in Q4 2024, an estimated $273K.
  • LVW Advisors first reported a position in Aon in Q4 2019 and held it in 20 quarters.
  • LVW Advisors's Aon position peaked at $580K in Q1 2022.
  • 1,192 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on LVW Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.