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Mid Atlantic Financial Management’s Aon AON Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$622K Sell
2,177
-134
-6% -$36K 0.04% 392
2021
Q2 		$552K Sell
2,311
-127
-5% -$31K 0.04% 430
2021
Q1 		$561K Sell
2,438
-58
-2% -$12.8K 0.04% 394
2020
Q4 		$527K Sell
2,496
-45
-2% -$9.19K 0.04% 375
2020
Q3 		$490K Buy
2,541
+220
+9% +$43.9K 0.04% 363
2020
Q2 		$447K Buy
2,321
+386
+20% +$71.9K 0.04% 370
2020
Q1 		$319K Sell
1,935
-1,464
-43% -$300K 0.04% 420
2019
Q4 		$708K Sell
3,399
-79
-2% -$15.6K 0.07% 299
2019
Q3 		$673K Sell
3,478
-253
-7% -$48.8K 0.07% 285
2019
Q2 		$720K Buy
3,731
+117
+3% +$21.2K 0.07% 282
2019
Q1 		$617K Buy
+3,614
New +$586K 0.07% 314

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

Mid Atlantic Financial Management's AON Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Aon (AON) stake by 5.8% in Q3 2021, selling an estimated $36K and leaving 2,177 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #392.

Mid Atlantic Financial Management first reported a position in AON in Q1 2019 and has held it in 11 quarters since. The position peaked at $720K in Q2 2019. 909 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Mid Atlantic Financial Management held 2,177 shares of Aon worth $622K as of Q3 2021.
  • Mid Atlantic Financial Management sold 134 Aon shares in Q3 2021, an estimated $36K.
  • Aon made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #392 holding.
  • Mid Atlantic Financial Management first reported a position in Aon in Q1 2019 and has held it in 11 quarters since.
  • Mid Atlantic Financial Management's Aon position peaked at $720K in Q2 2019.
  • 909 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.