Shufro Rose & Co’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,000
| Closed | -$5.57M | – | 324 |
|
|
2022
Q4 | $5.4M | Hold |
18,000
| – | – | 0.46% | 54 |
|
|
2022
Q3 | $4.82M | Sell |
18,000
-1,000
| -5% | -$283K | 0.48% | 46 |
|
|
2022
Q2 | $5.12M | Hold |
19,000
| – | – | 0.44% | 51 |
|
|
2022
Q1 | $6.19M | Hold |
19,000
| – | – | 0.48% | 50 |
|
|
2021
Q4 | $5.71M | Hold |
19,000
| – | – | 0.41% | 51 |
|
|
2021
Q3 | $5.43M | Sell |
19,000
-500
| -3% | -$134K | 0.43% | 52 |
|
|
2021
Q2 | $4.66M | Hold |
19,500
| – | – | 0.35% | 54 |
|
|
2021
Q1 | $4.49M | Sell |
19,500
-5,000
| -20% | -$1.1M | 0.36% | 53 |
|
|
2020
Q4 | $5.18M | Hold |
24,500
| – | – | 0.43% | 50 |
|
|
2020
Q3 | $5.05M | Sell |
24,500
-500
| -2% | -$99.9K | 0.49% | 47 |
|
|
2020
Q2 | $4.82M | Hold |
25,000
| – | – | 0.48% | 49 |
|
|
2020
Q1 | $4.13M | Hold |
25,000
| – | – | 0.49% | 50 |
|
|
2019
Q4 | $5.21M | Sell |
25,000
-600
| -2% | -$119K | 0.47% | 47 |
|
|
2019
Q3 | $4.96M | Sell |
25,600
-600
| -2% | -$116K | 0.49% | 49 |
|
|
2019
Q2 | $5.06M | Sell |
26,200
-600
| -2% | -$109K | 0.49% | 50 |
|
|
2019
Q1 | $4.58M | Hold |
26,800
| – | – | 0.46% | 52 |
|
|
2018
Q4 | $3.9M | Sell |
26,800
-200
| -0.7% | -$31.1K | 0.43% | 58 |
|
|
2018
Q3 | $4.15M | Hold |
27,000
| – | – | 0.39% | 69 |
|
|
2018
Q2 | $3.7M | Hold |
27,000
| – | – | 0.35% | 72 |
|
|
2018
Q1 | $3.79M | Hold |
27,000
| – | – | 0.37% | 67 |
|
|
2017
Q4 | $3.62M | Sell |
27,000
-2,000
| -7% | -$285K | 0.36% | 67 |
|
|
2017
Q3 | $4.24M | Buy |
+29,000
| New | +$4.05M | 0.43% | 58 |
|
|
2016
Q2 | – | Sell |
-29,000
| Closed | -$3.03M | – | 267 |
|
|
2016
Q1 | $3.03M | Hold |
29,000
| – | – | 0.34% | 69 |
|
|
2015
Q4 | $2.67M | Hold |
29,000
| – | – | 0.31% | 74 |
|
|
2015
Q3 | $2.57M | Hold |
29,000
| – | – | 0.31% | 78 |
|
|
2015
Q2 | $2.89M | Hold |
29,000
| – | – | 0.31% | 73 |
|
|
2015
Q1 | $2.79M | Hold |
29,000
| – | – | 0.29% | 74 |
|
|
2014
Q4 | $2.75M | Hold |
29,000
| – | – | 0.28% | 78 |
|
|
2014
Q3 | $2.54M | Hold |
29,000
| – | – | 0.26% | 83 |
|
|
2014
Q2 | $2.61M | Sell |
29,000
-1,000
| -3% | -$86.6K | 0.27% | 79 |
|
|
2014
Q1 | $2.53M | Hold |
30,000
| – | – | 0.26% | 76 |
|
|
2013
Q4 | $2.52M | Hold |
30,000
| – | – | 0.27% | 77 |
|
|
2013
Q3 | $2.23M | Sell |
30,000
-7,000
| -19% | -$480K | 0.25% | 78 |
|
|
2013
Q2 | $2.38M | Buy |
+37,000
| New | +$2.34M | 0.28% | 73 |
|
Other funds holding AON
VCM
VPM
Shufro Rose & Co's AON Position: Q1 2023 in Review
Shufro Rose & Co sold out of Aon (AON) in Q1 2023, closing a stake of 18,000 shares — an estimated $5.57M sold.
Shufro Rose & Co first reported a position in AON in Q2 2013 and held it in 34 quarters. The position peaked at $6.19M in Q1 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.
- Shufro Rose & Co reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
- Shufro Rose & Co sold 18,000 Aon shares in Q1 2023, an estimated $5.57M.
- Shufro Rose & Co first reported a position in Aon in Q2 2013 and held it in 34 quarters.
- Shufro Rose & Co's Aon position peaked at $6.19M in Q1 2022.
- 1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.
Based on Shufro Rose & Co's 13F filing for Q1 2023, filed 20 Apr 2023.