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MinichMacGregor Wealth Management’s Aon AON Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-32
Closed -$9.6K – 129
2022
Q4 		$9.6K Buy
+32
New +$9.35K ﹤0.01% 415

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

MinichMacGregor Wealth Management's AON Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Aon (AON) in Q1 2023, closing a stake of 32 shares — an estimated $9.6K sold.

MinichMacGregor Wealth Management first reported a position in AON in Q4 2022 and held it in 1 quarter. The position peaked at $9.6K in Q4 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 32 Aon shares in Q1 2023, an estimated $9.6K.
  • MinichMacGregor Wealth Management first reported a position in Aon in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Aon position peaked at $9.6K in Q4 2022.
  • 1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.