Steph & Co’s Aon AON Stock Holding History

Steph & Co’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 Q1	–	Sell	-123	Closed	-$37K	–	237
2022 Q4	$37K	Hold	123	–	–	0.02%	169
2022 Q3	$33K	Buy	123 +23	+23%	+$6.5K	0.02%	159
2022 Q2	$27K	Hold	100	–	–	0.02%	167
2022 Q1	$33K	Buy	+100	New	+$29.1K	0.02%	207

Other funds holding AON

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Steph & Co's AON Position: Q1 2023 in Review

Steph & Co sold out of Aon (AON) in Q1 2023, closing a stake of 123 shares — an estimated $37K sold.

Steph & Co first reported a position in AON in Q1 2022 and held it in 4 quarters. The position peaked at $37K in Q4 2022. 1,006 funds tracked by Wall St. Rank hold AON as of Q1 2023.

Steph & Co reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
Steph & Co sold 123 Aon shares in Q1 2023, an estimated $37K.
Steph & Co first reported a position in Aon in Q1 2022 and held it in 4 quarters.
Steph & Co's Aon position peaked at $37K in Q4 2022.
1,006 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Steph & Co's 13F filing for Q1 2023, filed 18 Apr 2023.