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Schubert & Co’s Aon AON Stock Holding History

Schubert & Co’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
Q2 		– Sell
-22
Closed -$6.94K – 119
2023
Q1 		$6.94K Sell
22
-10
-31% -$3.1K 0.01% 336
2022
Q4 		$9.6K Buy
32
+4
+14% +$1.17K 0.01% 232
2022
Q3 		$8K Buy
28
+7
+33% +$1.98K 0.01% 224
2022
Q2 		$6K Buy
21
+14
+200% +$4.02K 0.01% 270
2022
Q1 		$2K Buy
7
+2
+40% +$582 ﹤0.01% 339
2021
Q4 		$2K Buy
+5
New +$1.5K ﹤0.01% 300

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

Schubert & Co's AON Position: Q2 2023 in Review

Schubert & Co sold out of Aon (AON) in Q2 2023, closing a stake of 22 shares — an estimated $6.94K sold.

Schubert & Co first reported a position in AON in Q4 2021 and held it in 6 quarters. The position peaked at $9.6K in Q4 2022. 1,017 funds tracked by Wall St. Rank hold AON as of Q2 2023.

  • Schubert & Co reported no remaining Aon position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 22 Aon shares in Q2 2023, an estimated $6.94K.
  • Schubert & Co first reported a position in Aon in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Aon position peaked at $9.6K in Q4 2022.
  • 1,017 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.