Mainstay Capital Management’s Aon AON Stock Holding History

Mainstay Capital 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
2024 Q4	–	Sell	-915	Closed	-$317K	–	108
2024 Q3	$317K	Hold	915	–	–	0.05%	80
2024 Q2	$269K	Hold	915	–	–	0.05%	96
2024 Q1	$305K	Hold	915	–	–	0.06%	89
2023 Q4	$266K	Hold	915	–	–	0.05%	91
2023 Q3	$297K	Hold	915	–	–	0.06%	80
2023 Q2	$316K	Hold	915	–	–	0.06%	85
2023 Q1	$289K	Hold	915	–	–	0.06%	89
2022 Q4	$275K	Hold	915	–	–	0.06%	94
2022 Q3	$245K	Hold	915	–	–	0.06%	89
2022 Q2	$247K	Hold	915	–	–	0.06%	92
2022 Q1	$298K	Hold	915	–	–	0.05%	94
2021 Q4	$275K	Sell	915 -915	-50%	-$274K	0.08%	101
2021 Q3	$524K	Buy	1,830 +915	+100%	+$246K	0.3%	68
2021 Q2	$218K	Hold	915	–	–	0.05%	124
2021 Q1	$211K	Buy	+915	New	+$201K	0.07%	123
2018 Q4	–	Sell	-915	Closed	-$141K	–	105
2018 Q3	$141K	Hold	915	–	–	0.09%	116
2018 Q2	$126K	Hold	915	–	–	0.1%	103
2018 Q1	$128K	Hold	915	–	–	0.1%	105
2017 Q4	$122K	Buy	+915	New	+$130K	0.1%	114

Other funds holding AON

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

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

Mainstay Capital Management's AON Position: Q4 2024 in Review

Mainstay Capital Management sold out of Aon (AON) in Q4 2024, closing a stake of 915 shares — an estimated $317K sold.

Mainstay Capital Management first reported a position in AON in Q4 2017 and held it in 19 quarters. The position peaked at $524K in Q3 2021. 1,187 funds tracked by Wall St. Rank hold AON as of Q4 2024.

Mainstay Capital Management reported no remaining Aon position as of Q4 2024 after selling out during the quarter.
Mainstay Capital Management sold 915 Aon shares in Q4 2024, an estimated $317K.
Mainstay Capital Management first reported a position in Aon in Q4 2017 and held it in 19 quarters.
Mainstay Capital Management's Aon position peaked at $524K in Q3 2021.
1,187 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Mainstay Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.