Prelude Capital Management’s Aon AON Stock Holding History

Prelude Capital 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	–	Sell	-1,015	Closed	-$305K	–	1163
2022 Q4	$305K	Buy	+1,015	New	+$297K	0.02%	787
2022 Q1	–	Sell	-1,039	Closed	-$312K	–	1792
2021 Q4	$312K	Buy	+1,039	New	+$311K	0.01%	1290
2021 Q3	–	Sell	-5,332	Closed	-$1.27M	–	1716
2021 Q2	$1.27M	Buy	5,332 +3,720	+231%	+$909K	0.04%	485
2021 Q1	$371K	Buy	+1,612	New	+$355K	0.01%	1037
2019 Q2	–	Sell	-308	Closed	-$53K	–	1647
2019 Q1	$53K	Buy	+308	New	+$49.9K	﹤0.01%	1102
2018 Q3	–	Sell	-2,700	Closed	-$370K	–	1711
2018 Q2	$370K	Sell	2,700 -9,036	-77%	-$1.27M	0.02%	614
2018 Q1	$1.65M	Buy	11,736 +5,025	+75%	+$704K	0.12%	160
2017 Q4	$899K	Buy	+6,711	New	+$955K	0.07%	279
2017 Q2	–	Sell	-1,800	Closed	-$228K	–	1585
2017 Q1	$214K	Hold	1,800	–	–	0.02%	539
2016 Q4	$201K	Buy	+1,800	New	+$201K	0.02%	580

Other funds holding AON

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

Massachusetts Financial Services

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

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

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

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

Mawer Investment Management

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

Berkshire Hathaway

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