Sandy Spring Bank’s Aon AON Stock Holding History

Sandy Spring Bank’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
2025 Q1	$34.7K	Hold	87	–	–	﹤0.01%	645
2024 Q4	$31.2K	Hold	87	–	–	﹤0.01%	673
2024 Q3	$30.1K	Hold	87	–	–	﹤0.01%	685
2024 Q2	$25.5K	Hold	87	–	–	﹤0.01%	707
2024 Q1	$29K	Buy	+87	New	+$27K	﹤0.01%	683
2021 Q3	–	Sell	-50	Closed	-$12K	–	1132
2021 Q2	$12K	Hold	50	–	–	﹤0.01%	863
2021 Q1	$12K	Hold	50	–	–	﹤0.01%	752
2020 Q4	$11K	Buy	+50	New	+$10.2K	﹤0.01%	734
2020 Q3	–	Sell	-42	Closed	-$8K	–	927
2020 Q2	$8K	Sell	42 -11	-21%	-$2.05K	﹤0.01%	722
2020 Q1	$9K	Buy	53 +11	+26%	+$2.25K	﹤0.01%	679
2019 Q4	$9K	Hold	42	–	–	﹤0.01%	727
2019 Q3	$8K	Hold	42	–	–	﹤0.01%	746
2019 Q2	$8K	Buy	+42	New	+$7.61K	﹤0.01%	737
2015 Q4	–	Sell	-95	Closed	-$8K	–	924
2015 Q3	$8K	Hold	95	–	–	﹤0.01%	681
2015 Q2	$9K	Hold	95	–	–	﹤0.01%	709
2015 Q1	$9K	Hold	95	–	–	﹤0.01%	683
2014 Q4	$9K	Buy	+95	New	+$8.5K	﹤0.01%	628

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sandy Spring Bank's AON Position: Q1 2025 in Review

Sandy Spring Bank held its Aon (AON) position steady in Q1 2025 at 87 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Sandy Spring Bank first reported a position in AON in Q4 2014 and has held it in 17 quarters since. 1,268 funds tracked by Wall St. Rank hold AON as of Q1 2025.

Sandy Spring Bank held 87 shares of Aon worth $34.7K as of Q1 2025.
Sandy Spring Bank left its Aon share count unchanged in Q1 2025.
Aon made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #645 holding.
Sandy Spring Bank first reported a position in Aon in Q4 2014 and has held it in 17 quarters since.
1,268 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.