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Rehmann Capital Advisory Group’s Aon AON Stock Holding History

Rehmann Capital Advisory Group’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
Q3 		– Sell
-598
Closed -$207K – 536
2023
Q2 		$207K Buy
+598
New +$194K 0.02% 510
2023
Q1 		– Sell
-838
Closed -$252K – 547
2022
Q4 		$252K Buy
838
+60
+8% +$17.5K 0.03% 461
2022
Q3 		$209K Sell
778
-1
-0.1% -$283 0.02% 477
2022
Q2 		$210K Sell
779
-129
-14% -$37.1K 0.02% 459
2022
Q1 		$296K Sell
908
-387
-30% -$113K 0.03% 408
2021
Q4 		$389K Buy
1,295
+83
+7% +$24.9K 0.04% 376
2021
Q3 		$346K Sell
1,212
-34
-3% -$9.13K 0.03% 403
2021
Q2 		$298K Buy
1,246
+19
+2% +$4.64K 0.03% 435
2021
Q1 		$282K Buy
1,227
+52
+4% +$11.4K 0.03% 418
2020
Q4 		$248K Buy
1,175
+197
+20% +$40.2K 0.03% 421
2020
Q3 		$202K Buy
+978
New +$195K 0.03% 405
2019
Q3 		$119K Sell
614
-30
-5% -$5.79K 0.01% 409
2019
Q2 		$124K Buy
644
+1
+0.2% +$181 0.02% 551
2019
Q1 		$110K Buy
643
+4
+0.6% +$649 0.01% 562
2018
Q4 		$92.9K Hold
639
– – 0.01% 421
2018
Q3 		$98.3K Buy
639
+1
+0.2% +$146 0.01% 593
2018
Q2 		$87.5K Buy
638
+18
+3% +$2.54K 0.01% 590
2018
Q1 		$87K Buy
+620
New +$86.8K 0.01% 578
2016
Q1 		– Sell
-2,229
Closed -$206K – 371
2015
Q4 		$206K Buy
+2,229
New +$208K 0.04% 314

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

Rehmann Capital Advisory Group's AON Position: Q3 2023 in Review

Rehmann Capital Advisory Group sold out of Aon (AON) in Q3 2023, closing a stake of 598 shares — an estimated $207K sold.

Rehmann Capital Advisory Group first reported a position in AON in Q4 2015 and held it in 19 quarters. The position peaked at $389K in Q4 2021. 1,044 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • Rehmann Capital Advisory Group reported no remaining Aon position as of Q3 2023 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 598 Aon shares in Q3 2023, an estimated $207K.
  • Rehmann Capital Advisory Group first reported a position in Aon in Q4 2015 and held it in 19 quarters.
  • Rehmann Capital Advisory Group's Aon position peaked at $389K in Q4 2021.
  • 1,044 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.