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Oliver Lagore Vanvalin Investment Group’s Aon AON Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q1 		– Sell
-13
Closed -$3.78K – 736
2023
Q4 		$3.78K Hold
13
– – ﹤0.01% 560
2023
Q3 		$4.21K Buy
+13
New +$4.3K ﹤0.01% 584

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AON Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Aon (AON) in Q1 2024, closing a stake of 13 shares — an estimated $3.78K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AON in Q3 2023 and held it in 2 quarters. The position peaked at $4.21K in Q3 2023. 1,081 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 13 Aon shares in Q1 2024, an estimated $3.78K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Aon in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Aon position peaked at $4.21K in Q3 2023.
  • 1,081 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.