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Running Oak Capital’s Aon AON Stock Holding History

Running Oak 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
2021
Q2 		$5.48M Sell
22,937
-2,161
-9% -$528K 3.04% 24
2021
Q1 		$5.78M Buy
25,098
+1,692
+7% +$372K 1.76% 26
2020
Q4 		$4.95M Sell
23,406
-621
-3% -$127K 1.65% 38
2020
Q3 		$4.96M Buy
24,027
+1,397
+6% +$279K 1.81% 18
2020
Q2 		$4.36M Sell
22,630
-2,539
-10% -$473K 1.72% 35
2020
Q1 		$4.15M Sell
25,169
-769
-3% -$157K 1.8% 31
2019
Q4 		$5.4M Buy
+25,938
New +$5.14M 1.84% 9

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Running Oak Capital's AON Position: Q2 2021 in Review

Running Oak Capital reduced its Aon (AON) stake by 8.6% in Q2 2021, selling an estimated $528K and leaving 22,937 shares worth $5.48M. The position accounts for 3.04% of the portfolio, ranked #24.

Running Oak Capital first reported a position in AON in Q4 2019 and has held it in 7 quarters since. The position peaked at $5.78M in Q1 2021. 907 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • Running Oak Capital held 22,937 shares of Aon worth $5.48M as of Q2 2021.
  • Running Oak Capital sold 2,161 Aon shares in Q2 2021, an estimated $528K.
  • Aon made up 3.04% of Running Oak Capital's portfolio in Q2 2021, its #24 holding.
  • Running Oak Capital first reported a position in Aon in Q4 2019 and has held it in 7 quarters since.
  • Running Oak Capital's Aon position peaked at $5.78M in Q1 2021.
  • 907 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on Running Oak Capital's 13F filing for Q2 2021, filed 13 Aug 2021.