SteelPeak Wealth’s Aon AON Stock Holding History

SteelPeak Wealth’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
2023 Q4	–	Sell	-3,986	Closed	-$1.29M	–	449
2023 Q3	$1.29M	Buy	+3,986	New	+$1.32M	0.08%	167
2023 Q1	–	Sell	-720	Closed	-$216K	–	389
2022 Q4	$216K	Buy	+720	New	+$210K	0.02%	357
2022 Q2	–	Sell	-707	Closed	-$230K	–	405
2022 Q1	$230K	Sell	707 -14	-2%	-$4.07K	0.01%	379
2021 Q4	$217K	Hold	721	–	–	0.01%	375
2021 Q3	$206K	Buy	+721	New	+$194K	0.01%	386

Other funds holding AON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return