Parsec Financial Management’s Aon AON Stock Holding History

Parsec Financial Management’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	$626K	Hold	1,985	–	–	0.03%	184
2022 Q4	$596K	Hold	1,985	–	–	0.03%	192
2022 Q3	$532K	Hold	1,985	–	–	0.03%	189
2022 Q2	$535K	Hold	1,985	–	–	0.03%	201
2022 Q1	$646K	Hold	1,985	–	–	0.03%	198
2021 Q4	$597K	Hold	1,985	–	–	0.02%	204
2021 Q3	$591K	Hold	1,985	–	–	0.03%	202
2021 Q2	$474K	Hold	1,985	–	–	0.02%	203
2021 Q1	$457K	Sell	1,985 -8	-0.4%	-$1.76K	0.02%	194
2020 Q4	$421K	Buy	1,993 +8	+0.4%	+$1.63K	0.02%	187
2020 Q3	$410K	Hold	1,985	–	–	0.03%	178
2020 Q2	$382K	Hold	1,985	–	–	0.02%	181
2020 Q1	$328K	Hold	1,985	–	–	0.02%	184
2019 Q4	$413K	Hold	1,985	–	–	0.02%	186
2019 Q3	$384K	Hold	1,985	–	–	0.02%	186
2019 Q2	$383K	Hold	1,985	–	–	0.02%	186
2019 Q1	$339K	Sell	1,985 -53	-3%	-$8.59K	0.02%	195
2018 Q4	$296K	Hold	2,038	–	–	0.02%	200
2018 Q3	$313K	Sell	2,038 -14	-0.7%	-$2.05K	0.02%	200
2018 Q2	$281K	Buy	2,052 +67	+3%	+$9.44K	0.02%	206
2018 Q1	$279K	Hold	1,985	–	–	0.02%	203
2017 Q4	$266K	Hold	1,985	–	–	0.02%	210
2017 Q3	$290K	Buy	+1,985	New	+$277K	0.02%	203

Other funds holding AON

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Parsec Financial Management's AON Position: Q1 2023 in Review

Parsec Financial Management held its Aon (AON) position steady in Q1 2023 at 1,985 shares worth $626K. The position accounts for 0.03% of the portfolio, ranked #184.

Parsec Financial Management first reported a position in AON in Q3 2017 and has held it in 23 quarters since. The position peaked at $646K in Q1 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

Parsec Financial Management held 1,985 shares of Aon worth $626K as of Q1 2023.
Parsec Financial Management left its Aon share count unchanged in Q1 2023.
Aon made up 0.03% of Parsec Financial Management's portfolio in Q1 2023, its #184 holding.
Parsec Financial Management first reported a position in Aon in Q3 2017 and has held it in 23 quarters since.
Parsec Financial Management's Aon position peaked at $646K in Q1 2022.
1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.