MSA
AON icon

Marino Stram & Associates’s Aon AON Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-2,526
Closed -$603K – 151
2021
Q2 		$603K Buy
+2,526
New +$617K 0.16% 109
2019
Q2 		– Sell
-9
Closed -$2K – 108
2019
Q1 		$2K Buy
9
+4
+80% +$649 ﹤0.01% 509
2018
Q4 		$1K Buy
+5
New +$777 ﹤0.01% 534

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Marino Stram & Associates's AON Position: Q3 2021 in Review

Marino Stram & Associates sold out of Aon (AON) in Q3 2021, closing a stake of 2,526 shares — an estimated $603K sold.

Marino Stram & Associates first reported a position in AON in Q4 2018 and held it in 3 quarters. The position peaked at $603K in Q2 2021. 909 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Marino Stram & Associates reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 2,526 Aon shares in Q3 2021, an estimated $603K.
  • Marino Stram & Associates first reported a position in Aon in Q4 2018 and held it in 3 quarters.
  • Marino Stram & Associates's Aon position peaked at $603K in Q2 2021.
  • 909 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.