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Moran Wealth Management’s Aon AON Stock Holding History

Moran 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
Q3 		– Sell
-25,120
Closed -$8.67M – 371
2023
Q2 		$8.67M Buy
25,120
+285
+1% +$92.6K 0.33% 107
2023
Q1 		$7.83M Buy
24,835
+7,719
+45% +$2.39M 0.3% 117
2022
Q4 		$5.14M Buy
+17,116
New +$5M 0.2% 146

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Moran Wealth Management's AON Position: Q3 2023 in Review

Moran Wealth Management sold out of Aon (AON) in Q3 2023, closing a stake of 25,120 shares — an estimated $8.67M sold.

Moran Wealth Management first reported a position in AON in Q4 2022 and held it in 3 quarters. The position peaked at $8.67M in Q2 2023. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • Moran Wealth Management reported no remaining Aon position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 25,120 Aon shares in Q3 2023, an estimated $8.67M.
  • Moran Wealth Management first reported a position in Aon in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Aon position peaked at $8.67M in Q2 2023.
  • 1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.