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Planning Capital Management Corporation’s Aon AON Stock Holding History

Planning Capital Management Corporation’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
Q3 		$25.9K Sell
75
-29
-28% -$9.49K 0.02% 253
2024
Q2 		$30.5K Hold
104
– – 0.02% 234
2024
Q1 		$34.7K Hold
104
– – 0.03% 221
2023
Q4 		$30.3K Buy
+104
New +$33.3K 0.02% 234

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Planning Capital Management Corporation's AON Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Aon (AON) stake by 28% in Q3 2024, selling an estimated $9.49K and leaving 75 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #253.

Planning Capital Management Corporation first reported a position in AON in Q4 2023 and has held it in 4 quarters since. The position peaked at $34.7K in Q1 2024. 1,143 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • Planning Capital Management Corporation held 75 shares of Aon worth $25.9K as of Q3 2024.
  • Planning Capital Management Corporation sold 29 Aon shares in Q3 2024, an estimated $9.49K.
  • Aon made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #253 holding.
  • Planning Capital Management Corporation first reported a position in Aon in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Aon position peaked at $34.7K in Q1 2024.
  • 1,143 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.