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Strategic Investment Advisors’s Aon AON Stock Holding History

Strategic Investment 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
2021
Q3 		– Sell
-3,074
Closed -$734K – 181
2021
Q2 		$734K Buy
3,074
+1,236
+67% +$302K 0.17% 121
2021
Q1 		$423K Buy
1,838
+138
+8% +$30.4K 0.11% 153
2020
Q4 		$359K Buy
1,700
+113
+7% +$23.1K 0.1% 156
2020
Q3 		$328K Buy
1,587
+250
+19% +$49.9K 0.11% 129
2020
Q2 		$258K Sell
1,337
-4
-0.3% -$745 0.1% 146
2020
Q1 		$221K Buy
+1,341
New +$275K 0.1% 144

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
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 Investment Advisors's AON Position: Q3 2021 in Review

Strategic Investment Advisors sold out of Aon (AON) in Q3 2021, closing a stake of 3,074 shares — an estimated $734K sold.

Strategic Investment Advisors first reported a position in AON in Q1 2020 and held it in 6 quarters. The position peaked at $734K in Q2 2021. 909 funds tracked by Wall St. Rank hold AON as of Q3 2021.

  • Strategic Investment Advisors reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
  • Strategic Investment Advisors sold 3,074 Aon shares in Q3 2021, an estimated $734K.
  • Strategic Investment Advisors first reported a position in Aon in Q1 2020 and held it in 6 quarters.
  • Strategic Investment Advisors's Aon position peaked at $734K in Q2 2021.
  • 909 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Strategic Investment Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.