SFM
Stack Financial Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$300K | 2.69% | 5 |
|
|
2014
Q1 | $20.4M | Sell |
241,727
-8,974
| -4% | -$756K | 2.61% | 8 |
|
|
2013
Q4 | $21M | Sell |
250,701
-9,837
| -4% | -$825K | 2.79% | 9 |
|
|
2013
Q3 | $19.4M | Buy |
260,538
+490
| +0.2% | +$36.5K | 2.79% | 8 |
|
|
2013
Q2 | $16.7M | Buy |
+260,048
| New | +$16.7M | 2.39% | 11 |
|