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Stokes Family Office’s Aon AON Stock Holding History

Stokes Family Office’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
-1,662
Closed -$539K – 231
2023
Q3 		$539K Buy
1,662
+118
+8% +$39K 0.06% 179
2023
Q2 		$533K Sell
1,544
-324
-17% -$105K 0.06% 168
2023
Q1 		$589K Buy
1,868
+825
+79% +$255K 0.07% 156
2022
Q4 		$313K Buy
+1,043
New +$305K 0.04% 213

Other funds holding AON

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

Stokes Family Office's AON Position: Q4 2023 in Review

Stokes Family Office sold out of Aon (AON) in Q4 2023, closing a stake of 1,662 shares — an estimated $539K sold.

Stokes Family Office first reported a position in AON in Q4 2022 and held it in 4 quarters. The position peaked at $589K in Q1 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • Stokes Family Office reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 1,662 Aon shares in Q4 2023, an estimated $539K.
  • Stokes Family Office first reported a position in Aon in Q4 2022 and held it in 4 quarters.
  • Stokes Family Office's Aon position peaked at $589K in Q1 2023.
  • 1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.