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Otter Creek Advisors’s Aon AON Stock Holding History

Otter Creek Advisors’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
2020
Q2 		– Sell
-18,280
Closed -$3.02M – 42
2020
Q1 		$3.02M Sell
18,280
-2,700
-13% -$553K 3.26% 11
2019
Q4 		$4.37M Buy
20,980
+7,968
+61% +$1.58M 2.16% 11
2019
Q3 		$2.52M Buy
+13,012
New +$2.51M 1.4% 33

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Otter Creek Advisors's AON Position: Q2 2020 in Review

Otter Creek Advisors sold out of Aon (AON) in Q2 2020, closing a stake of 18,280 shares — an estimated $3.02M sold.

Otter Creek Advisors first reported a position in AON in Q3 2019 and held it in 3 quarters. The position peaked at $4.37M in Q4 2019. 751 funds tracked by Wall St. Rank hold AON as of Q2 2020.

  • Otter Creek Advisors reported no remaining Aon position as of Q2 2020 after selling out during the quarter.
  • Otter Creek Advisors sold 18,280 Aon shares in Q2 2020, an estimated $3.02M.
  • Otter Creek Advisors first reported a position in Aon in Q3 2019 and held it in 3 quarters.
  • Otter Creek Advisors's Aon position peaked at $4.37M in Q4 2019.
  • 751 funds tracked by Wall St. Rank held Aon as of Q2 2020.

Based on Otter Creek Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.