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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SteelPeak Wealth's AON Position: Q4 2023 in Review

SteelPeak Wealth sold out of Aon (AON) in Q4 2023, closing a stake of 3,986 shares — an estimated $1.29M sold.

SteelPeak Wealth first reported a position in AON in Q3 2021 and held it in 5 quarters. The position peaked at $1.29M in Q3 2023. 1,063 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • SteelPeak Wealth reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 3,986 Aon shares in Q4 2023, an estimated $1.29M.
  • SteelPeak Wealth first reported a position in Aon in Q3 2021 and held it in 5 quarters.
  • SteelPeak Wealth's Aon position peaked at $1.29M in Q3 2023.
  • 1,063 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.