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Mountain Capital Investment Advisors’s Aon AON Stock Holding History

Mountain Capital Investment 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
2021
Q2 		– Sell
-3,226
Closed -$772K – 122
2021
Q1 		$772K Buy
3,226
+1,834
+132% +$404K 0.39% 95
2020
Q4 		$281K Buy
1,392
+90
+7% +$18.4K 0.17% 121
2020
Q3 		$279K Buy
+1,302
New +$260K 0.18% 91

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Mountain Capital Investment Advisors's AON Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Aon (AON) in Q2 2021, closing a stake of 3,226 shares — an estimated $772K sold.

Mountain Capital Investment Advisors first reported a position in AON in Q3 2020 and held it in 3 quarters. The position peaked at $772K in Q1 2021. 906 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Mountain Capital Investment Advisors reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 3,226 Aon shares in Q2 2021, an estimated $772K.
  • Mountain Capital Investment Advisors first reported a position in Aon in Q3 2020 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's Aon position peaked at $772K in Q1 2021.
  • 906 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.