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Steward Financial Group’s Aon AON Stock Holding History

Steward Financial Group’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
Q3 		$13K Sell
41
-5
-11% -$1.65K ﹤0.01% 313
2023
Q2 		$15K Sell
46
-1
-2% -$325 ﹤0.01% 282
2023
Q1 		$14K Buy
47
+13
+38% +$4.02K ﹤0.01% 158
2022
Q4 		$10K Buy
+34
New +$9.94K 0.01% 145
2022
Q3 		– Sell
-21
Closed -$5K – 124
2022
Q2 		$5K Buy
21
+6
+40% +$1.73K ﹤0.01% 320
2022
Q1 		$4K Hold
15
– – ﹤0.01% 248
2021
Q4 		$4K Buy
+15
New +$4.5K ﹤0.01% 189

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Steward Financial Group's AON Position: Q3 2023 in Review

Steward Financial Group reduced its Aon (AON) stake by 11% in Q3 2023, selling an estimated $1.65K and leaving 41 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Steward Financial Group first reported a position in AON in Q4 2021 and has held it in 7 quarters since. The position peaked at $15K in Q2 2023. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • Steward Financial Group held 41 shares of Aon worth $13K as of Q3 2023.
  • Steward Financial Group sold 5 Aon shares in Q3 2023, an estimated $1.65K.
  • Aon made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #313 holding.
  • Steward Financial Group first reported a position in Aon in Q4 2021 and has held it in 7 quarters since.
  • Steward Financial Group's Aon position peaked at $15K in Q2 2023.
  • 1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.