Rockefeller Financial Services’s Aon AON Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$573K	Hold	4,273	–	–	0.01%	273
2017 Q3	$624K	Buy	4,273 +2,000	+88%	+$279K	0.01%	249
2017 Q2	$302K	Hold	2,273	–	–	0.01%	266
2017 Q1	$270K	Hold	2,273	–	–	0.01%	282
2016 Q4	$254K	Buy	+2,273	New	+$253K	0.01%	302
2016 Q3	–	Sell	-6,230	Closed	-$681K	–	460
2016 Q2	$681K	Hold	6,230	–	–	0.01%	226
2016 Q1	$651K	Hold	6,230	–	–	0.01%	222
2015 Q4	$574K	Hold	6,230	–	–	0.01%	237
2015 Q3	$552K	Hold	6,230	–	–	0.01%	233
2015 Q2	$621K	Hold	6,230	–	–	0.01%	223
2015 Q1	$599K	Hold	6,230	–	–	0.01%	226
2014 Q4	$591K	Hold	6,230	–	–	0.01%	224
2014 Q3	$546K	Hold	6,230	–	–	0.01%	241
2014 Q2	$561K	Hold	6,230	–	–	0.01%	251
2014 Q1	$525K	Hold	6,230	–	–	0.01%	252
2013 Q4	$523K	Hold	6,230	–	–	0.01%	264
2013 Q3	$464K	Hold	6,230	–	–	0.01%	269
2013 Q2	$401K	Buy	+6,230	New	+$395K	0.01%	269

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Eagle Capital Management (New York)

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mawer Investment Management

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