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Passumpsic Savings Bank’s Aon AON Stock Holding History

Passumpsic Savings Bank’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
Q4 		$2.9M Hold
8,061
– – 1.81% 22
2024
Q3 		$2.79M Sell
8,061
-4,888
-38% -$1.6M 1.83% 22
2024
Q2 		$3.8M Buy
+12,949
New +$3.83M 2.73% 8

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Passumpsic Savings Bank's AON Position: Q4 2024 in Review

Passumpsic Savings Bank held its Aon (AON) position steady in Q4 2024 at 8,061 shares worth $2.9M. The position accounts for 1.81% of the portfolio, ranked #22.

Passumpsic Savings Bank first reported a position in AON in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.8M in Q2 2024. 1,190 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • Passumpsic Savings Bank held 8,061 shares of Aon worth $2.9M as of Q4 2024.
  • Passumpsic Savings Bank left its Aon share count unchanged in Q4 2024.
  • Aon made up 1.81% of Passumpsic Savings Bank's portfolio in Q4 2024, its #22 holding.
  • Passumpsic Savings Bank first reported a position in Aon in Q2 2024 and has held it in 3 quarters since.
  • Passumpsic Savings Bank's Aon position peaked at $3.8M in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Passumpsic Savings Bank's 13F filing for Q4 2024, filed 3 Feb 2025.