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Smith Group Asset Management’s Aon AON Stock Holding History

Smith Group Asset 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
2024
Q1 		– Sell
-882
Closed -$257K – 180
2023
Q4 		$257K Buy
+882
New +$282K 0.01% 167
2022
Q1 		$9K Sell
29
-3
-9% -$873 ﹤0.01% 260
2021
Q4 		$10K Buy
32
+3
+10% +$899 ﹤0.01% 301
2021
Q3 		$8K Buy
29
+2
+7% +$537 ﹤0.01% 313
2021
Q2 		$6K Sell
27
-5
-16% -$1.22K ﹤0.01% 334
2021
Q1 		$7K Buy
32
+3
+10% +$660 ﹤0.01% 287
2020
Q4 		$6K Sell
29
-27
-48% -$5.51K ﹤0.01% 302
2020
Q3 		$12K Sell
56
-3
-5% -$599 ﹤0.01% 265
2020
Q2 		$11K Buy
59
+10
+20% +$1.86K ﹤0.01% 265
2020
Q1 		$8K Buy
49
+19
+63% +$3.89K ﹤0.01% 320
2019
Q4 		$6K Hold
30
– – ﹤0.01% 366
2019
Q3 		$6K Sell
30
-10
-25% -$1.93K ﹤0.01% 374
2019
Q2 		$8K Hold
40
– – ﹤0.01% 355
2019
Q1 		$7K Hold
40
– – ﹤0.01% 404
2018
Q4 		$6K Buy
+40
New +$6.21K ﹤0.01% 404
2017
Q4 		– Sell
-70
Closed -$10K – 436
2017
Q3 		$10K Sell
70
-390
-85% -$54.4K ﹤0.01% 425
2017
Q2 		$61K Sell
460
-50
-10% -$6.32K ﹤0.01% 311
2017
Q1 		$61K Sell
510
-20
-4% -$2.31K ﹤0.01% 318
2016
Q4 		$59K Sell
530
-40
-7% -$4.46K ﹤0.01% 319
2016
Q3 		$64K Buy
570
+60
+12% +$6.62K ﹤0.01% 320
2016
Q2 		$56K Sell
510
-30
-6% -$3.17K ﹤0.01% 341
2016
Q1 		$56K Buy
+540
New +$50.6K ﹤0.01% 306
2014
Q3 		– Sell
-3,336
Closed -$301K – 408
2014
Q2 		$301K Hold
3,336
– – 0.01% 205
2014
Q1 		$281K Buy
+3,336
New +$278K 0.01% 203

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Smith Group Asset Management's AON Position: Q1 2024 in Review

Smith Group Asset Management sold out of Aon (AON) in Q1 2024, closing a stake of 882 shares — an estimated $257K sold.

Smith Group Asset Management first reported a position in AON in Q1 2014 and held it in 24 quarters. The position peaked at $301K in Q2 2014. 1,085 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Smith Group Asset Management reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • Smith Group Asset Management sold 882 Aon shares in Q1 2024, an estimated $257K.
  • Smith Group Asset Management first reported a position in Aon in Q1 2014 and held it in 24 quarters.
  • Smith Group Asset Management's Aon position peaked at $301K in Q2 2014.
  • 1,085 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Smith Group Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.