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Roundview Capital’s Aon AON Stock Holding History

Roundview 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
2023
Q4 		– Sell
-2,596
Closed -$842K – 306
2023
Q3 		$842K Buy
2,596
+17
+0.7% +$5.62K 0.08% 206
2023
Q2 		$890K Buy
2,579
+32
+1% +$10.4K 0.09% 203
2023
Q1 		$803K Buy
+2,547
New +$788K 0.08% 210

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roundview Capital's AON Position: Q4 2023 in Review

Roundview Capital sold out of Aon (AON) in Q4 2023, closing a stake of 2,596 shares — an estimated $842K sold.

Roundview Capital first reported a position in AON in Q1 2023 and held it in 3 quarters. The position peaked at $890K in Q2 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Roundview Capital reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
  • Roundview Capital sold 2,596 Aon shares in Q4 2023, an estimated $842K.
  • Roundview Capital first reported a position in Aon in Q1 2023 and held it in 3 quarters.
  • Roundview Capital's Aon position peaked at $890K in Q2 2023.
  • 1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Roundview Capital's 13F filing for Q4 2023, filed 12 Feb 2024.