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McKinley Carter Wealth Services’s Aon AON Stock Holding History

McKinley Carter 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
2021
Q4 		– Sell
-720
Closed -$206K – 289
2021
Q3 		$206K Buy
+720
New +$193K 0.02% 277

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

McKinley Carter Wealth Services's AON Position: Q4 2021 in Review

McKinley Carter Wealth Services sold out of Aon (AON) in Q4 2021, closing a stake of 720 shares — an estimated $206K sold.

McKinley Carter Wealth Services first reported a position in AON in Q3 2021 and held it in 1 quarter. The position peaked at $206K in Q3 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • McKinley Carter Wealth Services reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 720 Aon shares in Q4 2021, an estimated $206K.
  • McKinley Carter Wealth Services first reported a position in Aon in Q3 2021 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Aon position peaked at $206K in Q3 2021.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2021, filed 7 Feb 2022.