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Stonebridge Capital Advisors’s Aon AON Stock Holding History

Stonebridge Capital Advisors’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
Q2 		– Sell
-4
Closed -$1.26K – 931
2023
Q1 		$1.26K Hold
4
– – ﹤0.01% 842
2022
Q4 		$1.21K Sell
4
-3
-43% -$877 ﹤0.01% 852
2022
Q3 		$2K Buy
+7
New +$1.98K ﹤0.01% 783
2021
Q2 		– Sell
-6
Closed -$1K – 897
2021
Q1 		$1K Buy
+6
New +$1.32K ﹤0.01% 882
2019
Q4 		– Sell
-6
Closed -$1K – 847
2019
Q3 		$1K Hold
6
– – ﹤0.01% 765
2019
Q2 		$1K Buy
+6
New +$1.09K ﹤0.01% 815

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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Stonebridge Capital Advisors's AON Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of Aon (AON) in Q2 2023, closing a stake of 4 shares — an estimated $1.26K sold.

Stonebridge Capital Advisors first reported a position in AON in Q2 2019 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 1,020 funds tracked by Wall St. Rank hold AON as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining Aon position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 4 Aon shares in Q2 2023, an estimated $1.26K.
  • Stonebridge Capital Advisors first reported a position in Aon in Q2 2019 and held it in 6 quarters.
  • Stonebridge Capital Advisors's Aon position peaked at $2K in Q3 2022.
  • 1,020 funds tracked by Wall St. Rank held Aon as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.