Omnia Family Wealth’s Aon AON Stock Holding History

Omnia Family Wealth’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
2019 Q2	–	Sell	-13	Closed	-$2K	–	127
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	439
2018 Q4	$2K	Hold	13	–	–	﹤0.01%	388
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	419
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	399
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	410
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	410
2017 Q3	$2K	Sell	13 -28	-68%	-$3.91K	﹤0.01%	427
2017 Q2	$5K	Hold	41	–	–	﹤0.01%	377
2017 Q1	$5K	Hold	41	–	–	﹤0.01%	361
2016 Q4	$5K	Buy	+41	New	+$4.57K	﹤0.01%	361

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Omnia Family Wealth's AON Position: Q2 2019 in Review

Omnia Family Wealth sold out of Aon (AON) in Q2 2019, closing a stake of 13 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in AON in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q2 2017. 696 funds tracked by Wall St. Rank hold AON as of Q2 2019.

Omnia Family Wealth reported no remaining Aon position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 13 Aon shares in Q2 2019, an estimated $2K.
Omnia Family Wealth first reported a position in Aon in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Aon position peaked at $5K in Q2 2017.
696 funds tracked by Wall St. Rank held Aon as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.