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Meritage Portfolio Management’s Aon AON Stock Holding History

Meritage Portfolio 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
2018
Q3 		– Sell
-46,261
Closed -$6.35M – 199
2018
Q2 		$6.35M Sell
46,261
-402
-0.9% -$56.6K 0.62% 47
2018
Q1 		$6.55M Buy
46,663
+877
+2% +$123K 0.63% 45
2017
Q4 		$6.13M Sell
45,786
-531
-1% -$75.6K 0.59% 61
2017
Q3 		$6.77M Buy
46,317
+281
+0.6% +$39.2K 0.66% 47
2017
Q2 		$6.12M Sell
46,036
-1,119
-2% -$141K 0.63% 55
2017
Q1 		$5.6M Buy
47,155
+158
+0.3% +$18.2K 0.59% 68
2016
Q4 		$5.24M Sell
46,997
-110
-0.2% -$12.3K 0.57% 76
2016
Q3 		$5.3M Sell
47,107
-333
-0.7% -$36.7K 0.58% 70
2016
Q2 		$5.18M Sell
47,440
-940
-2% -$99.4K 0.58% 69
2016
Q1 		$5.05M Sell
48,380
-288
-0.6% -$27K 0.57% 75
2015
Q4 		$4.49M Sell
48,668
-130
-0.3% -$12.1K 0.51% 97
2015
Q3 		$4.32M Buy
48,798
+1,712
+4% +$166K 0.5% 96
2015
Q2 		$4.69M Buy
47,086
+320
+0.7% +$32K 0.49% 111
2015
Q1 		$4.5M Buy
46,766
+805
+2% +$77.9K 0.45% 122
2014
Q4 		$4.36M Sell
45,961
-247
-0.5% -$22.1K 0.46% 115
2014
Q3 		$4.05M Sell
46,208
-1,135
-2% -$99.1K 0.46% 121
2014
Q2 		$4.26M Buy
+47,343
New +$4.1M 0.46% 126

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Meritage Portfolio Management's AON Position: Q3 2018 in Review

Meritage Portfolio Management sold out of Aon (AON) in Q3 2018, closing a stake of 46,261 shares — an estimated $6.35M sold.

Meritage Portfolio Management first reported a position in AON in Q2 2014 and held it in 17 quarters. The position peaked at $6.77M in Q3 2017. 626 funds tracked by Wall St. Rank hold AON as of Q3 2018.

  • Meritage Portfolio Management reported no remaining Aon position as of Q3 2018 after selling out during the quarter.
  • Meritage Portfolio Management sold 46,261 Aon shares in Q3 2018, an estimated $6.35M.
  • Meritage Portfolio Management first reported a position in Aon in Q2 2014 and held it in 17 quarters.
  • Meritage Portfolio Management's Aon position peaked at $6.77M in Q3 2017.
  • 626 funds tracked by Wall St. Rank held Aon as of Q3 2018.

Based on Meritage Portfolio Management's 13F filing for Q3 2018, filed 30 Oct 2018.