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Meridian Wealth Advisors’s Aon AON Stock Holding History

Meridian Wealth 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
Q2 		– Sell
-600
Closed -$200K – 176
2024
Q1 		$200K Buy
+600
New +$186K 0.04% 171
2023
Q3 		– Sell
-604
Closed -$209K – 179
2023
Q2 		$209K Buy
+604
New +$196K 0.05% 172
2019
Q1 		– Sell
-600
Closed -$87K – 143
2018
Q4 		$87K Buy
+600
New +$93.2K 0.07% 184

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Meridian Wealth Advisors's AON Position: Q2 2024 in Review

Meridian Wealth Advisors sold out of Aon (AON) in Q2 2024, closing a stake of 600 shares — an estimated $200K sold.

Meridian Wealth Advisors first reported a position in AON in Q4 2018 and held it in 3 quarters. The position peaked at $209K in Q2 2023. 1,104 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • Meridian Wealth Advisors reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
  • Meridian Wealth Advisors sold 600 Aon shares in Q2 2024, an estimated $200K.
  • Meridian Wealth Advisors first reported a position in Aon in Q4 2018 and held it in 3 quarters.
  • Meridian Wealth Advisors's Aon position peaked at $209K in Q2 2023.
  • 1,104 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Meridian Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.