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Strategic Global Advisors’s Aon AON Stock Holding History

Strategic Global 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
2024
Q1 		– Sell
-3,324
Closed -$967K – 140
2023
Q4 		$967K Sell
3,324
-2,174
-40% -$696K 0.22% 113
2023
Q3 		$1.78M Sell
5,498
-7,278
-57% -$2.41M 0.3% 93
2023
Q2 		$4.41M Sell
12,776
-822
-6% -$267K 0.68% 58
2023
Q1 		$4.29M Sell
13,598
-1,146
-8% -$355K 0.69% 53
2022
Q4 		$4.43M Buy
+14,744
New +$4.31M 0.71% 54

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
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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Strategic Global Advisors's AON Position: Q1 2024 in Review

Strategic Global Advisors sold out of Aon (AON) in Q1 2024, closing a stake of 3,324 shares — an estimated $967K sold.

Strategic Global Advisors first reported a position in AON in Q4 2022 and held it in 5 quarters. The position peaked at $4.43M in Q4 2022. 1,080 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Strategic Global Advisors reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • Strategic Global Advisors sold 3,324 Aon shares in Q1 2024, an estimated $967K.
  • Strategic Global Advisors first reported a position in Aon in Q4 2022 and held it in 5 quarters.
  • Strategic Global Advisors's Aon position peaked at $4.43M in Q4 2022.
  • 1,080 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Strategic Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.