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Pinion Investment Advisors’s Aon AON Stock Holding History

Pinion Investment 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
2021
Q3 		– Sell
-2,287
Closed -$546K – 145
2021
Q2 		$546K Buy
2,287
+125
+6% +$30.5K 0.44% 79
2021
Q1 		$497K Buy
+2,162
New +$476K 0.46% 80
2020
Q4 		– Sell
-1,402
Closed -$270K – 135
2020
Q3 		$270K Hold
1,402
– – 0.41% 95
2020
Q2 		$270K Buy
+1,402
New +$261K 0.41% 95

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Pinion Investment Advisors's AON Position: Q3 2021 in Review

Pinion Investment Advisors sold out of Aon (AON) in Q3 2021, closing a stake of 2,287 shares — an estimated $546K sold.

Pinion Investment Advisors first reported a position in AON in Q2 2020 and held it in 4 quarters. The position peaked at $546K in Q2 2021. 912 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Pinion Investment Advisors reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
  • Pinion Investment Advisors sold 2,287 Aon shares in Q3 2021, an estimated $546K.
  • Pinion Investment Advisors first reported a position in Aon in Q2 2020 and held it in 4 quarters.
  • Pinion Investment Advisors's Aon position peaked at $546K in Q2 2021.
  • 912 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Pinion Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.