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Rowland Carmichael Advisors’s Aon AON Stock Holding History

Rowland Carmichael 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
2020
Q1 		– Sell
-3,471
Closed -$723K – 326
2019
Q4 		$723K Buy
3,471
+878
+34% +$174K 0.25% 116
2019
Q3 		$502K Sell
2,593
-325
-11% -$62.7K 0.17% 139
2019
Q2 		$563K Sell
2,918
-46
-2% -$8.34K 0.19% 134
2019
Q1 		$506K Buy
+2,964
New +$481K 0.19% 143

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Rowland Carmichael Advisors's AON Position: Q1 2020 in Review

Rowland Carmichael Advisors sold out of Aon (AON) in Q1 2020, closing a stake of 3,471 shares — an estimated $723K sold.

Rowland Carmichael Advisors first reported a position in AON in Q1 2019 and held it in 4 quarters. The position peaked at $723K in Q4 2019. 711 funds tracked by Wall St. Rank hold AON as of Q1 2020.

  • Rowland Carmichael Advisors reported no remaining Aon position as of Q1 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 3,471 Aon shares in Q1 2020, an estimated $723K.
  • Rowland Carmichael Advisors first reported a position in Aon in Q1 2019 and held it in 4 quarters.
  • Rowland Carmichael Advisors's Aon position peaked at $723K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held Aon as of Q1 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.