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Next Financial Group’s Aon AON Stock Holding History

Next Financial 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
2021
Q4 		$99K Buy
328
+94
+40% +$28.2K 0.01% 1167
2021
Q3 		$67K Buy
234
+138
+144% +$37.1K 0.01% 1288
2021
Q2 		$23K Sell
96
-193
-67% -$47.2K ﹤0.01% 1688
2021
Q1 		$67K Buy
289
+88
+44% +$19.4K 0.01% 1165
2020
Q4 		$42K Buy
201
+44
+28% +$8.98K ﹤0.01% 1256
2020
Q3 		$33K Buy
+157
New +$31.4K ﹤0.01% 1225
2020
Q2 		– Sell
-124
Closed -$20K – 656
2020
Q1 		$20K Hold
124
– – ﹤0.01% 1267
2019
Q4 		$26K Sell
124
-4
-3% -$792 ﹤0.01% 1421
2019
Q3 		$25K Hold
128
– – ﹤0.01% 1346
2019
Q2 		$25K Buy
+128
New +$23.2K ﹤0.01% 1381
2019
Q1 		– Sell
-184
Closed -$27K – 1637
2018
Q4 		$27K Buy
184
+151
+458% +$23.5K 0.01% 989
2018
Q3 		$5K Buy
+33
New +$4.83K ﹤0.01% 1149
2017
Q4 		– Sell
-33
Closed -$5K – 322
2017
Q3 		$5K Sell
33
-690
-95% -$96.3K ﹤0.01% 1406
2017
Q2 		$96K Hold
723
– – 0.02% 553
2017
Q1 		$87K Buy
723
+690
+2,091% +$79.6K 0.02% 534
2016
Q4 		$4K Buy
+33
New +$3.68K ﹤0.01% 1972

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Next Financial Group's AON Position: Q4 2021 in Review

Next Financial Group increased its Aon (AON) stake by 40% in Q4 2021, buying an estimated $28.2K and bringing the position to 328 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #1167.

Next Financial Group first reported a position in AON in Q4 2016 and has held it in 16 quarters since. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Next Financial Group held 328 shares of Aon worth $99K as of Q4 2021.
  • Next Financial Group bought 94 Aon shares in Q4 2021, an estimated $28.2K.
  • Aon made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1167 holding.
  • Next Financial Group first reported a position in Aon in Q4 2016 and has held it in 16 quarters since.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.