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Shufro Rose & Co’s Aon AON Stock Holding History

Shufro Rose & 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
2026
Q1 		– Hold
0
– -$3.53M – 309
2025
Q4 		– Hold
0
– – – 57
2024
Q4 		– Hold
0
– -$1.47M – 297
2024
Q3 		– Hold
0
– – – 97
2024
Q2 		– Hold
0
– – – 97
2024
Q1 		– Hold
0
– – – 88
2023
Q4 		– Hold
0
– – – 135
2023
Q3 		– Hold
0
– – – 136
2023
Q2 		– Hold
0
– – – 94
2023
Q1 		– Hold
0
– – – 86
2022
Q3 		– Hold
0
– -$1.08M – 335
2022
Q2 		– Hold
0
– – – 108
2021
Q1 		– Sell
-2,000
Closed -$423K – 308
2020
Q4 		$423K Buy
+2,000
New +$408K 0.04% 173
2019
Q4 		– Sell
-2,900
Closed -$561K – 317
2019
Q3 		$561K Buy
+2,900
New +$560K 0.06% 148

Other funds holding AON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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.