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Stack Financial Management’s Aon AON Stock Holding History

Stack Financial 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
2014
Q3 		– Sell
-245,057
Closed -$22.1M – 54
2014
Q2 		$22.1M Buy
245,057
+3,330
+1% +$288K 2.69% 5
2014
Q1 		$20.4M Sell
241,727
-8,974
-4% -$747K 2.61% 8
2013
Q4 		$21M Sell
250,701
-9,837
-4% -$779K 2.79% 9
2013
Q3 		$19.4M Buy
260,538
+490
+0.2% +$33.6K 2.79% 8
2013
Q2 		$16.7M Buy
+260,048
New +$16.5M 2.39% 11

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Stack Financial Management's AON Position: Q3 2014 in Review

Stack Financial Management sold out of Aon (AON) in Q3 2014, closing a stake of 245,057 shares — an estimated $22.1M sold.

Stack Financial Management first reported a position in AON in Q2 2013 and held it in 5 quarters. The position peaked at $22.1M in Q2 2014. 452 funds tracked by Wall St. Rank hold AON as of Q3 2014.

  • Stack Financial Management reported no remaining Aon position as of Q3 2014 after selling out during the quarter.
  • Stack Financial Management sold 245,057 Aon shares in Q3 2014, an estimated $22.1M.
  • Stack Financial Management first reported a position in Aon in Q2 2013 and held it in 5 quarters.
  • Stack Financial Management's Aon position peaked at $22.1M in Q2 2014.
  • 452 funds tracked by Wall St. Rank held Aon as of Q3 2014.

Based on Stack Financial Management's 13F filing for Q3 2014, filed 10 Nov 2014.