Momentum Advisors’s Aon AON Stock Holding History

Momentum 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
2022 Q4	$495K	Sell	1,650 -21	-1%	-$6.14K	0.5%	38
2022 Q3	$448K	Buy	+1,671	New	+$472K	0.5%	37

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Momentum Advisors's AON Position: Q4 2022 in Review

Momentum Advisors reduced its Aon (AON) stake by 1.3% in Q4 2022, selling an estimated $6.14K and leaving 1,650 shares worth $495K. The position accounts for 0.5% of the portfolio, ranked #38.

Momentum Advisors first reported a position in AON in Q3 2022 and has held it in 2 quarters since. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

Momentum Advisors held 1,650 shares of Aon worth $495K as of Q4 2022.
Momentum Advisors sold 21 Aon shares in Q4 2022, an estimated $6.14K.
Aon made up 0.5% of Momentum Advisors's portfolio in Q4 2022, its #38 holding.
Momentum Advisors first reported a position in Aon in Q3 2022 and has held it in 2 quarters since.
1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.