Morton Brown Family Wealth’s Aon AON Stock Holding History

Morton Brown Family Wealth’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
2024 Q1	–	Sell	-408	Closed	-$119K	–	222
2023 Q4	$119K	Buy	+408	New	+$131K	0.05%	68

Other funds holding AON

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Morton Brown Family Wealth's AON Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Aon (AON) in Q1 2024, closing a stake of 408 shares — an estimated $119K sold.

Morton Brown Family Wealth first reported a position in AON in Q4 2023 and held it in 1 quarter. The position peaked at $119K in Q4 2023. 1,080 funds tracked by Wall St. Rank hold AON as of Q1 2024.

Morton Brown Family Wealth reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 408 Aon shares in Q1 2024, an estimated $119K.
Morton Brown Family Wealth first reported a position in Aon in Q4 2023 and held it in 1 quarter.
Morton Brown Family Wealth's Aon position peaked at $119K in Q4 2023.
1,080 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.