Sonora Investment Management’s Aon AON Stock Holding History

Sonora Investment 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
2021 Q3	$19K	Hold	68	–	–	﹤0.01%	639
2021 Q2	$16K	Hold	68	–	–	﹤0.01%	613
2021 Q1	$16K	Buy	68 +14	+26%	+$3.08K	﹤0.01%	1061
2020 Q4	$11K	Hold	54	–	–	﹤0.01%	1159
2020 Q3	$11K	Hold	54	–	–	﹤0.01%	1139
2020 Q2	$10K	Hold	54	–	–	﹤0.01%	1099
2020 Q1	$9K	Hold	54	–	–	﹤0.01%	1115
2019 Q4	$11K	Buy	+54	New	+$10.7K	﹤0.01%	1123
2019 Q3	–	Sell	-38	Closed	-$7K	–	1687
2019 Q2	$7K	Hold	38	–	–	﹤0.01%	1293
2019 Q1	$6K	Buy	38 +23	+153%	+$3.73K	﹤0.01%	1193
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	1140
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	1113
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	1061
2018 Q1	$2.1K	Hold	15	–	–	﹤0.01%	1051
2017 Q4	$2.01K	Buy	+15	New	+$2.13K	﹤0.01%	1062
2015 Q4	–	Sell	-56	Closed	-$5K	–	798
2015 Q3	$5K	Buy	+56	New	+$5.42K	﹤0.01%	693

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Sonora Investment Management's AON Position: Q3 2021 in Review

Sonora Investment Management held its Aon (AON) position steady in Q3 2021 at 68 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Sonora Investment Management first reported a position in AON in Q3 2015 and has held it in 16 quarters since. 911 funds tracked by Wall St. Rank hold AON as of Q3 2021.

Sonora Investment Management held 68 shares of Aon worth $19K as of Q3 2021.
Sonora Investment Management left its Aon share count unchanged in Q3 2021.
Aon made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #639 holding.
Sonora Investment Management first reported a position in Aon in Q3 2015 and has held it in 16 quarters since.
911 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.