Night Owl Capital Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $37.8M | Sell |
106,085
-52,468
| -33% | -$18.7M | 4.38% | 9 |
|
2025
Q1 | $63.3M | Buy |
158,553
+5,903
| +4% | +$2.36M | 7.91% | 2 |
|
2024
Q4 | $54.8M | Buy |
152,650
+6,900
| +5% | +$2.48M | 7.08% | 5 |
|
2024
Q3 | $50.4M | Buy |
145,750
+4,517
| +3% | +$1.56M | 6.9% | 5 |
|
2024
Q2 | $41.5M | Sell |
141,233
-2,266
| -2% | -$665K | 6.2% | 5 |
|
2024
Q1 | $47.9M | Buy |
143,499
+46,692
| +48% | +$15.6M | 7.27% | 4 |
|
2023
Q4 | $31.4M | Hold |
96,807
| – | – | 7.86% | 4 |
|
2023
Q3 | $31.4M | Sell |
96,807
-68
| -0.1% | -$22K | 7.86% | 4 |
|
2023
Q2 | $33.4M | Sell |
96,875
-2,795
| -3% | -$965K | 8.65% | 4 |
|
2023
Q1 | $31.4M | Sell |
99,670
-983
| -1% | -$310K | 11.36% | 4 |
|
2022
Q4 | $30.2M | Sell |
100,653
-27,456
| -21% | -$8.24M | 14.05% | 2 |
|
2022
Q3 | $34.3M | Buy |
128,109
+4,996
| +4% | +$1.34M | 14.29% | 2 |
|
2022
Q2 | $33.2M | Sell |
123,113
-6,932
| -5% | -$1.87M | 12.74% | 2 |
|
2022
Q1 | $42.3M | Sell |
130,045
-38,047
| -23% | -$12.4M | 12.03% | 4 |
|
2021
Q4 | $50.5M | Sell |
168,092
-810
| -0.5% | -$243K | 10.27% | 3 |
|
2021
Q3 | $48.3M | Buy |
168,902
+43,998
| +35% | +$12.6M | 8.47% | 3 |
|
2021
Q2 | $29.8M | Buy |
124,904
+260
| +0.2% | +$62.1K | 5.89% | 7 |
|
2021
Q1 | $28.7M | Buy |
124,644
+3,976
| +3% | +$915K | 5.84% | 7 |
|
2020
Q4 | $25.5M | Buy |
120,668
+2,441
| +2% | +$516K | 4.91% | 10 |
|
2020
Q3 | $24.4M | Buy |
118,227
+3,897
| +3% | +$804K | 5.08% | 7 |
|
2020
Q2 | $22M | Buy |
114,330
+1,543
| +1% | +$297K | 5.25% | 6 |
|
2020
Q1 | $18.6M | Buy |
112,787
+30,922
| +38% | +$5.1M | 6.22% | 6 |
|
2019
Q4 | $17.1M | Buy |
81,865
+2,085
| +3% | +$434K | 4.9% | 7 |
|
2019
Q3 | $15.4M | Sell |
79,780
-240
| -0.3% | -$46.5K | 4.91% | 7 |
|
2019
Q2 | $15.4M | Sell |
80,020
-568
| -0.7% | -$110K | 4.73% | 7 |
|
2019
Q1 | $13.8M | Buy |
80,588
+243
| +0.3% | +$41.5K | 4.92% | 6 |
|
2018
Q4 | $11.7M | Sell |
80,345
-3,712
| -4% | -$540K | 5% | 6 |
|
2018
Q3 | $12.9M | Sell |
84,057
-175
| -0.2% | -$26.9K | 4.58% | 6 |
|
2018
Q2 | $11.6M | Buy |
84,232
+227
| +0.3% | +$31.1K | 4.23% | 8 |
|
2018
Q1 | $11.8M | Buy |
84,005
+1,546
| +2% | +$217K | 4.93% | 7 |
|
2017
Q4 | $11.1M | Buy |
82,459
+1,721
| +2% | +$231K | 5.15% | 7 |
|
2017
Q3 | $11.8M | Sell |
80,738
-1,075
| -1% | -$157K | 5.7% | 7 |
|
2017
Q2 | $10.9M | Sell |
81,813
-1,756
| -2% | -$233K | 5.69% | 7 |
|
2017
Q1 | $9.92M | Sell |
83,569
-2,924
| -3% | -$347K | 5.22% | 7 |
|
2016
Q4 | $9.65M | Buy |
86,493
+483
| +0.6% | +$53.9K | 5.67% | 7 |
|
2016
Q3 | $9.68M | Sell |
86,010
-1,175
| -1% | -$132K | 5.69% | 8 |
|
2016
Q2 | $9.52M | Sell |
87,185
-653
| -0.7% | -$71.3K | 6.8% | 7 |
|
2016
Q1 | $9.18M | Sell |
87,838
-672
| -0.8% | -$70.2K | 6.6% | 7 |
|
2015
Q4 | $8.16M | Sell |
88,510
-239
| -0.3% | -$22K | 5.18% | 8 |
|
2015
Q3 | $7.86M | Sell |
88,749
-1,333
| -1% | -$118K | 4.86% | 11 |
|
2015
Q2 | $8.98M | Buy |
90,082
+443
| +0.5% | +$44.2K | 4.62% | 6 |
|
2015
Q1 | $8.62M | Sell |
89,639
-1,492
| -2% | -$143K | 4.5% | 8 |
|
2014
Q4 | $8.64M | Sell |
91,131
-82,244
| -47% | -$7.8M | 4.25% | 9 |
|
2014
Q3 | $15.2M | Sell |
173,375
-54
| -0% | -$4.73K | 6.81% | 5 |
|
2014
Q2 | $15.6M | Buy |
173,429
+2,255
| +1% | +$203K | 6.77% | 5 |
|
2014
Q1 | $14.4M | Buy |
171,174
+780
| +0.5% | +$65.7K | 6.39% | 7 |
|
2013
Q4 | $14.3M | Buy |
170,394
+4,112
| +2% | +$345K | 6.29% | 9 |
|
2013
Q3 | $12.4M | Buy |
166,282
+4,275
| +3% | +$318K | 6.03% | 8 |
|
2013
Q2 | $10.4M | Buy |
+162,007
| New | +$10.4M | 5.74% | 7 |
|