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Personal Capital Advisors’s Aon AON Stock Holding History

Personal Capital 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
2022
Q4 		$206K Buy
+687
New +$201K ﹤0.01% 459
2022
Q2 		– Sell
-712
Closed -$232K – 446
2022
Q1 		$232K Buy
712
+31
+5% +$9.02K ﹤0.01% 450
2021
Q4 		$205K Sell
681
-24
-3% -$7.2K ﹤0.01% 524
2021
Q3 		$201K Buy
+705
New +$189K ﹤0.01% 480

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Personal Capital Advisors's AON Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Aon (AON) in Q4 2022: 687 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in AON as recently as Q1 2022.

Personal Capital Advisors first reported a position in AON in Q3 2021 and has held it in 4 quarters since. The position peaked at $232K in Q1 2022. 1,028 funds tracked by Wall St. Rank hold AON as of Q4 2022.

  • Personal Capital Advisors held 687 shares of Aon worth $206K as of Q4 2022.
  • Aon was a new Personal Capital Advisors position in Q4 2022.
  • Aon made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #459 holding.
  • Personal Capital Advisors first reported a position in Aon in Q3 2021 and has held it in 4 quarters since.
  • Personal Capital Advisors's Aon position peaked at $232K in Q1 2022.
  • 1,028 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.