Security National Trust’s Aon AON Stock Holding History

Security National Trust’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 Q3	$3K	Hold	12	–	–	﹤0.01%	373
2021 Q2	$3K	Buy	+12	New	+$2.93K	﹤0.01%	385
2020 Q2	–	Sell	-53	Closed	-$9K	–	408
2020 Q1	$9K	Hold	53	–	–	﹤0.01%	366
2019 Q4	$11K	Buy	+53	New	+$10.5K	﹤0.01%	360

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Security National Trust's AON Position: Q3 2021 in Review

Security National Trust held its Aon (AON) position steady in Q3 2021 at 12 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Security National Trust first reported a position in AON in Q4 2019 and has held it in 4 quarters since. The position peaked at $11K in Q4 2019. 911 funds tracked by Wall St. Rank hold AON as of Q3 2021.

Security National Trust held 12 shares of Aon worth $3K as of Q3 2021.
Security National Trust left its Aon share count unchanged in Q3 2021.
Aon made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #373 holding.
Security National Trust first reported a position in Aon in Q4 2019 and has held it in 4 quarters since.
Security National Trust's Aon position peaked at $11K in Q4 2019.
911 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.