Old North State Trust’s Aon AON Stock Holding History

Old North State Trust’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
2023 Q2	–	Sell	-18	Closed	-$6K	–	162
2023 Q1	$6K	Hold	18	–	–	﹤0.01%	377
2022 Q4	$5K	Buy	+18	New	+$5.26K	﹤0.01%	376

Other funds holding AON

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Old North State Trust's AON Position: Q2 2023 in Review

Old North State Trust sold out of Aon (AON) in Q2 2023, closing a stake of 18 shares — an estimated $6K sold.

Old North State Trust first reported a position in AON in Q4 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2023. 1,017 funds tracked by Wall St. Rank hold AON as of Q2 2023.

Old North State Trust reported no remaining Aon position as of Q2 2023 after selling out during the quarter.
Old North State Trust sold 18 Aon shares in Q2 2023, an estimated $6K.
Old North State Trust first reported a position in Aon in Q4 2022 and held it in 2 quarters.
Old North State Trust's Aon position peaked at $6K in Q1 2023.
1,017 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on Old North State Trust's 13F filing for Q2 2023, filed 22 Aug 2023.