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Sowa Financial Group’s Aon AON Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-50
Closed -$11K – 82
2020
Q4 		$11K Hold
50
– – 0.01% 225
2020
Q3 		$10K Buy
+50
New +$9.98K 0.01% 217
2020
Q2 		– Sell
-50
Closed -$8K – 354
2020
Q1 		$8K Hold
50
– – 0.01% 218
2019
Q4 		$10K Buy
+50
New +$9.9K 0.01% 220

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sowa Financial Group's AON Position: Q1 2021 in Review

Sowa Financial Group sold out of Aon (AON) in Q1 2021, closing a stake of 50 shares — an estimated $11K sold.

Sowa Financial Group first reported a position in AON in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2020. 914 funds tracked by Wall St. Rank hold AON as of Q1 2021.

  • Sowa Financial Group reported no remaining Aon position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 50 Aon shares in Q1 2021, an estimated $11K.
  • Sowa Financial Group first reported a position in Aon in Q4 2019 and held it in 4 quarters.
  • Sowa Financial Group's Aon position peaked at $11K in Q4 2020.
  • 914 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.