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My Legacy Advisors’s Aon AON Stock Holding History

My Legacy 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
2023
Q3 		– Sell
-2,355
Closed -$793K – 201
2023
Q2 		$793K Sell
2,355
-87
-4% -$28.3K 0.31% 102
2023
Q1 		$781K Sell
2,442
-59
-2% -$18.3K 0.34% 102
2022
Q4 		$784K Sell
2,501
-151
-6% -$44.1K 0.33% 107
2022
Q3 		$718K Buy
2,652
+47
+2% +$13.3K 0.36% 98
2022
Q2 		$714K Sell
2,605
-20
-0.8% -$5.75K 0.36% 100
2022
Q1 		$855K Buy
+2,625
New +$764K 0.4% 80

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

My Legacy Advisors's AON Position: Q3 2023 in Review

My Legacy Advisors sold out of Aon (AON) in Q3 2023, closing a stake of 2,355 shares — an estimated $793K sold.

My Legacy Advisors first reported a position in AON in Q1 2022 and held it in 6 quarters. The position peaked at $855K in Q1 2022. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • My Legacy Advisors reported no remaining Aon position as of Q3 2023 after selling out during the quarter.
  • My Legacy Advisors sold 2,355 Aon shares in Q3 2023, an estimated $793K.
  • My Legacy Advisors first reported a position in Aon in Q1 2022 and held it in 6 quarters.
  • My Legacy Advisors's Aon position peaked at $855K in Q1 2022.
  • 1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.