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Mosaic Family Wealth’s Aon AON Stock Holding History

Mosaic 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
2019
Q2 		– Sell
-148
Closed -$25K – 190
2019
Q1 		$25K Hold
148
– – 0.01% 409
2018
Q4 		$22K Hold
148
– – 0.01% 415
2018
Q3 		$24K Hold
148
– – 0.01% 412
2018
Q2 		$20K Sell
148
-159
-52% -$22.4K 0.01% 463
2018
Q1 		$43K Hold
307
– – 0.02% 326
2017
Q4 		$41K Buy
+307
New +$43.7K 0.01% 352
2016
Q3 		– Sell
-113
Closed -$13K – 747
2016
Q2 		$13K Hold
113
– – 0.01% 494
2016
Q1 		$11K Sell
113
-495
-81% -$46.4K 0.01% 512
2015
Q4 		$56K Buy
+608
New +$56.6K 0.02% 307

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Mosaic Family Wealth's AON Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Aon (AON) in Q2 2019, closing a stake of 148 shares — an estimated $25K sold.

Mosaic Family Wealth first reported a position in AON in Q4 2015 and held it in 9 quarters. The position peaked at $56K in Q4 2015. 696 funds tracked by Wall St. Rank hold AON as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Aon position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 148 Aon shares in Q2 2019, an estimated $25K.
  • Mosaic Family Wealth first reported a position in Aon in Q4 2015 and held it in 9 quarters.
  • Mosaic Family Wealth's Aon position peaked at $56K in Q4 2015.
  • 696 funds tracked by Wall St. Rank held Aon as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.