Reilly Financial Advisors’s Aon AON Stock Holding History

Reilly Financial 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 Q4	$11K	Buy	+37	New	+$11.1K	﹤0.01%	695
2021 Q3	–	Sell	-37	Closed	-$9K	–	919
2021 Q2	$9K	Sell	37 -1	-3%	-$244	﹤0.01%	710
2021 Q1	$9K	Buy	+38	New	+$8.37K	﹤0.01%	710
2020 Q3	–	Sell	-65	Closed	-$13K	–	836
2020 Q2	$13K	Hold	65	–	–	﹤0.01%	521
2020 Q1	$11K	Hold	65	–	–	﹤0.01%	534
2019 Q4	$14K	Hold	65	–	–	﹤0.01%	563
2019 Q3	$13K	Hold	65	–	–	﹤0.01%	585
2019 Q2	$13K	Sell	65 -80	-55%	-$14.5K	﹤0.01%	614
2019 Q1	$25K	Hold	145	–	–	﹤0.01%	474
2018 Q4	$21K	Hold	145	–	–	﹤0.01%	474
2018 Q3	$22K	Hold	145	–	–	﹤0.01%	525
2018 Q2	$20K	Sell	145 -90	-38%	-$12.7K	﹤0.01%	497
2018 Q1	$33K	Buy	235 +170	+262%	+$23.8K	﹤0.01%	364
2017 Q4	$9K	Hold	65	–	–	﹤0.01%	671
2017 Q3	$9K	Hold	65	–	–	﹤0.01%	646
2017 Q2	$9K	Hold	65	–	–	﹤0.01%	658
2017 Q1	$8K	Hold	65	–	–	﹤0.01%	637
2016 Q4	$7K	Hold	65	–	–	﹤0.01%	602
2016 Q3	$7K	Hold	65	–	–	﹤0.01%	582
2016 Q2	$7K	Hold	65	–	–	﹤0.01%	544
2016 Q1	$7K	Hold	65	–	–	﹤0.01%	836
2015 Q4	$6K	Hold	65	–	–	﹤0.01%	889
2015 Q3	$6K	Hold	65	–	–	﹤0.01%	908
2015 Q2	$6K	Hold	65	–	–	﹤0.01%	1007
2015 Q1	$6K	Hold	65	–	–	﹤0.01%	968
2014 Q4	$6K	Hold	65	–	–	﹤0.01%	590
2014 Q3	$6K	Hold	65	–	–	﹤0.01%	603
2014 Q2	$6K	Hold	65	–	–	﹤0.01%	637
2014 Q1	$5K	Hold	65	–	–	﹤0.01%	664
2013 Q4	$5K	Hold	65	–	–	﹤0.01%	669
2013 Q3	$5K	Hold	65	–	–	﹤0.01%	584
2013 Q2	$4K	Buy	+65	New	+$4.12K	﹤0.01%	651

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Reilly Financial Advisors's AON Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Aon (AON) in Q4 2021: 37 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in AON as recently as Q2 2021.

Reilly Financial Advisors first reported a position in AON in Q2 2013 and has held it in 32 quarters since. The position peaked at $33K in Q1 2018. 990 funds tracked by Wall St. Rank hold AON as of Q4 2021.

Reilly Financial Advisors held 37 shares of Aon worth $11K as of Q4 2021.
Aon was a new Reilly Financial Advisors position in Q4 2021.
Aon made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #695 holding.
Reilly Financial Advisors first reported a position in Aon in Q2 2013 and has held it in 32 quarters since.
Reilly Financial Advisors's Aon position peaked at $33K in Q1 2018.
990 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.