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Simplicity Solutions’s Aon AON Stock Holding History

Simplicity Solutions’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
Q4 		$3.25M Buy
11,178
+116
+1% +$37.1K 0.09% 206
2023
Q3 		$3.59M Sell
11,062
-1,137
-9% -$376K 0.12% 165
2023
Q2 		$4.21M Buy
12,199
+1,962
+19% +$637K 0.12% 174
2023
Q1 		$3.23M Buy
10,237
+5,157
+102% +$1.6M 0.08% 218
2022
Q4 		$1.52M Buy
5,080
+205
+4% +$59.9K 0.21% 115
2022
Q3 		$1.31M Buy
4,875
+751
+18% +$212K 0.19% 126
2022
Q2 		$1.11M Sell
4,124
-126
-3% -$36.2K 0.14% 167
2022
Q1 		$1.38M Sell
4,250
-6,808
-62% -$1.98M 0.17% 132
2021
Q4 		$3.32M Buy
11,058
+5,329
+93% +$1.6M 0.37% 63
2021
Q3 		$1.64M Buy
5,729
+1,932
+51% +$519K 0.25% 91
2021
Q2 		$906K Buy
3,797
+1,748
+85% +$427K 0.18% 125
2021
Q1 		$471K Sell
2,049
-1,749
-46% -$385K 0.1% 209
2020
Q4 		$803K Sell
3,798
-389
-9% -$79.4K 0.01% 598
2020
Q3 		$864K Buy
4,187
+382
+10% +$76.3K 0.02% 517
2020
Q2 		$733K Buy
3,805
+438
+13% +$81.6K 0.01% 546
2020
Q1 		$556K Buy
+3,367
New +$689K 0.02% 465
2019
Q1 		– Sell
-1,626
Closed -$236K – 753
2018
Q4 		$236K Buy
+1,626
New +$253K 0.03% 521
2018
Q3 		– Sell
-1,897
Closed -$260K – 555
2018
Q2 		$260K Buy
+1,897
New +$267K 0.02% 405

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's AON Position: Q4 2023 in Review

Simplicity Solutions increased its Aon (AON) stake by 1% in Q4 2023, buying an estimated $37.1K and bringing the position to 11,178 shares worth $3.25M. The position accounts for 0.09% of the portfolio, ranked #206.

Simplicity Solutions first reported a position in AON in Q2 2018 and has held it in 18 quarters since. The position peaked at $4.21M in Q2 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Simplicity Solutions held 11,178 shares of Aon worth $3.25M as of Q4 2023.
  • Simplicity Solutions bought 116 Aon shares in Q4 2023, an estimated $37.1K.
  • Aon made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #206 holding.
  • Simplicity Solutions first reported a position in Aon in Q2 2018 and has held it in 18 quarters since.
  • Simplicity Solutions's Aon position peaked at $4.21M in Q2 2023.
  • 1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.