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National Wealth Management Group’s Aon AON Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-1,434
Closed -$421K – 145
2024
Q2 		$421K Buy
+1,434
New +$424K 0.32% 75
2023
Q2 		– Sell
-1,742
Closed -$586K – 133
2023
Q1 		$586K Buy
+1,742
New +$539K 0.67% 37

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

National Wealth Management Group's AON Position: Q3 2024 in Review

National Wealth Management Group sold out of Aon (AON) in Q3 2024, closing a stake of 1,434 shares — an estimated $421K sold.

National Wealth Management Group first reported a position in AON in Q1 2023 and held it in 2 quarters. The position peaked at $586K in Q1 2023. 1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • National Wealth Management Group reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
  • National Wealth Management Group sold 1,434 Aon shares in Q3 2024, an estimated $421K.
  • National Wealth Management Group first reported a position in Aon in Q1 2023 and held it in 2 quarters.
  • National Wealth Management Group's Aon position peaked at $586K in Q1 2023.
  • 1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on National Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.