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RegentAtlantic Capital’s Aon AON Stock Holding History

RegentAtlantic Capital’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
Q3 		$2.19M Buy
8,160
+168
+2% +$47.5K 0.07% 199
2022
Q2 		$2.15M Buy
7,992
+400
+5% +$115K 0.07% 201
2022
Q1 		$2.47M Buy
7,592
+1,032
+16% +$300K 0.07% 198
2021
Q4 		$1.97M Buy
6,560
+225
+4% +$67.5K 0.06% 221
2021
Q3 		$1.81M Buy
6,335
+1,856
+41% +$499K 0.05% 218
2021
Q2 		$1.07M Buy
4,479
+1,398
+45% +$342K 0.03% 286
2021
Q1 		$709K Buy
3,081
+823
+36% +$181K 0.02% 326
2020
Q4 		$477K Buy
2,258
+101
+5% +$20.6K 0.02% 347
2020
Q3 		$445K Sell
2,157
-15
-0.7% -$3K 0.02% 341
2020
Q2 		$418K Buy
2,172
+576
+36% +$107K 0.02% 327
2020
Q1 		$263K Hold
1,596
– – 0.02% 352
2019
Q4 		$332K Buy
1,596
+5
+0.3% +$990 0.02% 372
2019
Q3 		$308K Sell
1,591
-121
-7% -$23.3K 0.02% 363
2019
Q2 		$330K Buy
+1,712
New +$310K 0.02% 347
2017
Q2 		– Sell
-2,146
Closed -$255K – 403
2017
Q1 		$255K Sell
2,146
-12
-0.6% -$1.39K 0.02% 355
2016
Q4 		$241K Buy
2,158
+12
+0.6% +$1.34K 0.02% 348
2016
Q3 		$241K Hold
2,146
– – 0.02% 346
2016
Q2 		$234K Hold
2,146
– – 0.02% 351
2016
Q1 		$224K Sell
2,146
-188
-8% -$17.6K 0.02% 348
2015
Q4 		$215K Sell
2,334
-185
-7% -$17.2K 0.02% 351
2015
Q3 		$223K Sell
2,519
-331
-12% -$32K 0.02% 343
2015
Q2 		$284K Buy
+2,850
New +$285K 0.03% 318

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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

RegentAtlantic Capital's AON Position: Q3 2022 in Review

RegentAtlantic Capital increased its Aon (AON) stake by 2.1% in Q3 2022, buying an estimated $47.5K and bringing the position to 8,160 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #199.

RegentAtlantic Capital first reported a position in AON in Q2 2015 and has held it in 22 quarters since. The position peaked at $2.47M in Q1 2022. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • RegentAtlantic Capital held 8,160 shares of Aon worth $2.19M as of Q3 2022.
  • RegentAtlantic Capital bought 168 Aon shares in Q3 2022, an estimated $47.5K.
  • Aon made up 0.07% of RegentAtlantic Capital's portfolio in Q3 2022, its #199 holding.
  • RegentAtlantic Capital first reported a position in Aon in Q2 2015 and has held it in 22 quarters since.
  • RegentAtlantic Capital's Aon position peaked at $2.47M in Q1 2022.
  • 944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.