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Marshall Financial Group (Maryland)’s Aon AON Stock Holding History

Marshall Financial Group (Maryland)’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
-2,920
Closed -$974K – 172
2024
Q1 		$974K Buy
2,920
+286
+11% +$88.7K 0.28% 99
2023
Q4 		$767K Buy
+2,634
New +$843K 0.25% 110
2022
Q2 		– Sell
-998
Closed -$325K – 185
2022
Q1 		$325K Sell
998
-75
-7% -$21.8K 0.13% 163
2021
Q4 		$323K Sell
1,073
-3,388
-76% -$1.02M 0.12% 172
2021
Q3 		$1.27M Buy
4,461
+232
+5% +$62.3K 0.66% 39
2021
Q2 		$1.01M Sell
4,229
-728
-15% -$178K 0.55% 58
2021
Q1 		$1.14M Buy
4,957
+248
+5% +$54.6K 0.68% 55
2020
Q4 		$995K Buy
+4,709
New +$961K 0.65% 64

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State Street
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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