Nicolet Advisory Services’s Aon AON Stock Holding History

Nicolet Advisory Services’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 Q1	–	Sell	-4,750	Closed	-$1M	–	182
2020 Q4	$1M	Hold	4,750	–	–	0.14%	62
2020 Q3	$980K	Sell	4,750 -2,564	-35%	-$512K	0.15%	62
2020 Q2	$1.41M	Hold	7,314	–	–	0.22%	61
2020 Q1	$1.21M	Buy	7,314 +4,812	+192%	+$985K	0.21%	67
2019 Q4	$521K	Hold	2,502	–	–	0.08%	96
2019 Q3	$484K	Hold	2,502	–	–	0.07%	98
2019 Q2	$483K	Hold	2,502	–	–	0.07%	87
2019 Q1	$427K	Buy	+2,502	New	+$406K	0.07%	88

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Nicolet Advisory Services's AON Position: Q1 2021 in Review

Nicolet Advisory Services sold out of Aon (AON) in Q1 2021, closing a stake of 4,750 shares — an estimated $1M sold.

Nicolet Advisory Services first reported a position in AON in Q1 2019 and held it in 8 quarters. The position peaked at $1.41M in Q2 2020. 914 funds tracked by Wall St. Rank hold AON as of Q1 2021.

Nicolet Advisory Services reported no remaining Aon position as of Q1 2021 after selling out during the quarter.
Nicolet Advisory Services sold 4,750 Aon shares in Q1 2021, an estimated $1M.
Nicolet Advisory Services first reported a position in Aon in Q1 2019 and held it in 8 quarters.
Nicolet Advisory Services's Aon position peaked at $1.41M in Q2 2020.
914 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on Nicolet Advisory Services's 13F filing for Q1 2021, filed 3 May 2021.