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San Francisco Sentry Investment Group’s Aon AON Stock Holding History

San Francisco Sentry Investment Group’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 		$275K Hold
1,153
– – 0.14% 163
2021
Q1 		$265K Sell
1,153
-15
-1% -$3.3K 0.11% 188
2020
Q4 		$247K Hold
1,168
– – 0.12% 176
2020
Q3 		$241K Hold
1,168
– – 0.12% 170
2020
Q2 		$224K Sell
1,168
-291
-20% -$54.2K 0.12% 167
2020
Q1 		$240K Sell
1,459
-22
-1% -$4.5K 0.15% 133
2019
Q4 		$308K Hold
1,481
– – 0.14% 162
2019
Q3 		$287K Buy
1,481
+68
+5% +$13.1K 0.13% 163
2019
Q2 		$273K Hold
1,413
– – 0.13% 165
2019
Q1 		$241K Sell
1,413
-11
-0.8% -$1.78K 0.1% 186
2018
Q4 		$207K Sell
1,424
-1
-0.1% -$155 0.1% 181
2018
Q3 		$219K Buy
1,425
+298
+26% +$43.6K 0.08% 200
2018
Q2 		$154K Hold
1,127
– – 0.06% 240
2018
Q1 		$159K Hold
1,127
– – 0.05% 305
2017
Q4 		$151K Hold
1,127
– – 0.04% 299
2017
Q3 		$165K Buy
1,127
+27
+2% +$3.77K 0.06% 273
2017
Q2 		$146K Buy
+1,100
New +$139K 0.05% 264
2014
Q4 		– Sell
-355
Closed -$31K – 172
2014
Q3 		$31K Hold
355
– – 0.02% 354
2014
Q2 		$32K Hold
355
– – 0.02% 365
2014
Q1 		$30K Buy
355
+198
+126% +$16.5K 0.01% 411
2013
Q4 		$13K Hold
157
– – ﹤0.01% 465
2013
Q3 		$12K Buy
+157
New +$10.8K ﹤0.01% 451

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

San Francisco Sentry Investment Group's AON Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Aon (AON) position steady in Q2 2021 at 1,153 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #163.

San Francisco Sentry Investment Group first reported a position in AON in Q3 2013 and has held it in 22 quarters since. The position peaked at $308K in Q4 2019. 905 funds tracked by Wall St. Rank hold AON as of Q2 2021.

  • San Francisco Sentry Investment Group held 1,153 shares of Aon worth $275K as of Q2 2021.
  • San Francisco Sentry Investment Group left its Aon share count unchanged in Q2 2021.
  • Aon made up 0.14% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #163 holding.
  • San Francisco Sentry Investment Group first reported a position in Aon in Q3 2013 and has held it in 22 quarters since.
  • San Francisco Sentry Investment Group's Aon position peaked at $308K in Q4 2019.
  • 905 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.