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Needelman Asset Management’s Aon AON Stock Holding History

Needelman Asset Management’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
2018
Q3 		– Sell
-7,525
Closed -$1.03M – 4
2018
Q2 		$1.03M Hold
7,525
– – 2.25% 26
2018
Q1 		$1.06M Hold
7,525
– – 2.28% 26
2017
Q4 		$1.01M Sell
7,525
-675
-8% -$96.1K 2.52% 23
2017
Q3 		$1.2M Sell
8,200
-100
-1% -$14K 2.94% 15
2017
Q2 		$1.1M Sell
8,300
-20
-0.2% -$2.53K 2.84% 15
2017
Q1 		$988K Sell
8,320
-40
-0.5% -$4.62K 2.64% 21
2016
Q4 		$932K Sell
8,360
-15
-0.2% -$1.67K 2.58% 22
2016
Q3 		$942K Sell
8,375
-2,335
-22% -$257K 2.83% 16
2016
Q2 		$1.17M Hold
10,710
– – 3.34% 8
2016
Q1 		$1.12M Buy
10,710
+375
+4% +$35.1K 3.28% 9
2015
Q4 		$953K Hold
10,335
– – 2.89% 16
2015
Q3 		$916K Hold
10,335
– – 3.01% 15
2015
Q2 		$1.03M Sell
10,335
-225
-2% -$22.5K 3.26% 13
2015
Q1 		$1.01M Sell
10,560
-40
-0.4% -$3.87K 3.08% 13
2014
Q4 		$1M Hold
10,600
– – 3.08% 14
2014
Q3 		$929K Hold
10,600
– – 2.98% 15
2014
Q2 		$955K Hold
10,600
– – 3.02% 15
2014
Q1 		$893K Sell
10,600
-105
-1% -$8.74K 2.9% 18
2013
Q4 		$898K Hold
10,705
– – 2.96% 19
2013
Q3 		$797K Hold
10,705
– – 2.86% 17
2013
Q2 		$689K Buy
+10,705
New +$678K 2.52% 24

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Needelman Asset Management's AON Position: Q3 2018 in Review

Needelman Asset Management sold out of Aon (AON) in Q3 2018, closing a stake of 7,525 shares — an estimated $1.03M sold.

Needelman Asset Management first reported a position in AON in Q2 2013 and held it in 21 quarters. The position peaked at $1.2M in Q3 2017. 626 funds tracked by Wall St. Rank hold AON as of Q3 2018.

  • Needelman Asset Management reported no remaining Aon position as of Q3 2018 after selling out during the quarter.
  • Needelman Asset Management sold 7,525 Aon shares in Q3 2018, an estimated $1.03M.
  • Needelman Asset Management first reported a position in Aon in Q2 2013 and held it in 21 quarters.
  • Needelman Asset Management's Aon position peaked at $1.2M in Q3 2017.
  • 626 funds tracked by Wall St. Rank held Aon as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.