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OneAscent Financial Services’s Aon AON Stock Holding History

OneAscent Financial 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
2023
Q1 		– Sell
-727
Closed -$218K – 177
2022
Q4 		$218K Buy
+727
New +$212K 0.09% 166
2022
Q3 		– Sell
-1,552
Closed -$419K – 197
2022
Q2 		$419K Buy
+1,552
New +$446K 0.19% 91

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

OneAscent Financial Services's AON Position: Q1 2023 in Review

OneAscent Financial Services sold out of Aon (AON) in Q1 2023, closing a stake of 727 shares — an estimated $218K sold.

OneAscent Financial Services first reported a position in AON in Q2 2022 and held it in 2 quarters. The position peaked at $419K in Q2 2022. 1,008 funds tracked by Wall St. Rank hold AON as of Q1 2023.

  • OneAscent Financial Services reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 727 Aon shares in Q1 2023, an estimated $218K.
  • OneAscent Financial Services first reported a position in Aon in Q2 2022 and held it in 2 quarters.
  • OneAscent Financial Services's Aon position peaked at $419K in Q2 2022.
  • 1,008 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on OneAscent Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.