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Money Concepts Capital’s Aon AON Stock Holding History

Money Concepts Capital’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
-210
Closed -$63K – 576
2022
Q4 		$63K Buy
210
+176
+518% +$51.4K ﹤0.01% 1163
2022
Q3 		$9K Sell
34
-631
-95% -$178K ﹤0.01% 1066
2022
Q2 		$182K Sell
665
-204
-23% -$58.6K 0.02% 438
2022
Q1 		$283K Buy
869
+200
+30% +$58.2K 0.02% 598
2021
Q4 		$201K Buy
+669
New +$201K 0.02% 486

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 $3.38T AUM 44.17% 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

Money Concepts Capital's AON Position: Q1 2023 in Review

Money Concepts Capital sold out of Aon (AON) in Q1 2023, closing a stake of 210 shares — an estimated $63K sold.

Money Concepts Capital first reported a position in AON in Q4 2021 and held it in 5 quarters. The position peaked at $283K in Q1 2022. 1,008 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • Money Concepts Capital reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 210 Aon shares in Q1 2023, an estimated $63K.
  • Money Concepts Capital first reported a position in Aon in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's Aon position peaked at $283K in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.