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Sheets Smith Wealth Management’s Aon AON Stock Holding History

Sheets Smith Wealth Management’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
2020
Q1 		– Sell
-3,396
Closed -$702K – 275
2019
Q4 		$702K Buy
3,396
+173
+5% +$34.3K 0.13% 158
2019
Q3 		$624K Buy
3,223
+110
+4% +$21.2K 0.13% 166
2019
Q2 		$601K Sell
3,113
-19
-0.6% -$3.44K 0.12% 174
2019
Q1 		$535K Sell
3,132
-7
-0.2% -$1.14K 0.12% 188
2018
Q4 		$456K Buy
+3,139
New +$487K 0.12% 173

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Sheets Smith Wealth Management's AON Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Aon (AON) in Q1 2020, closing a stake of 3,396 shares — an estimated $702K sold.

Sheets Smith Wealth Management first reported a position in AON in Q4 2018 and held it in 5 quarters. The position peaked at $702K in Q4 2019. 711 funds tracked by Wall St. Rank hold AON as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Aon position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,396 Aon shares in Q1 2020, an estimated $702K.
  • Sheets Smith Wealth Management first reported a position in Aon in Q4 2018 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Aon position peaked at $702K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held Aon as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.