Strategic Wealth Partners’s Aon AON Stock Holding History

Strategic Wealth Partners’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
2022 Q1	–	Sell	-978	Closed	-$294K	–	255
2021 Q4	$294K	Buy	978 +50	+5%	+$15K	0.06%	231
2021 Q3	$265K	Buy	928 +10	+1%	+$2.69K	0.08%	207
2021 Q2	$219K	Buy	+918	New	+$224K	0.07%	212
2019 Q4	–	Sell	-621	Closed	-$117	–	157
2019 Q3	$117	Sell	621 -54	-8%	-$10.4K	﹤0.01%	262
2019 Q2	$130K	Hold	675	–	–	0.06%	158
2019 Q1	$117K	Hold	675	–	–	0.05%	168
2018 Q4	$99K	Hold	675	–	–	0.05%	177
2018 Q3	$104K	Hold	675	–	–	0.06%	175
2018 Q2	$93K	Sell	675 -67	-9%	-$9.44K	0.05%	202
2018 Q1	$104K	Buy	742 +675	+1,007%	+$94.5K	0.05%	188
2017 Q4	$10K	Buy	+67	New	+$9.54K	0.01%	537

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Strategic Wealth Partners's AON Position: Q1 2022 in Review

Strategic Wealth Partners sold out of Aon (AON) in Q1 2022, closing a stake of 978 shares — an estimated $294K sold.

Strategic Wealth Partners first reported a position in AON in Q4 2017 and held it in 11 quarters. The position peaked at $294K in Q4 2021. 980 funds tracked by Wall St. Rank hold AON as of Q1 2022.

Strategic Wealth Partners reported no remaining Aon position as of Q1 2022 after selling out during the quarter.
Strategic Wealth Partners sold 978 Aon shares in Q1 2022, an estimated $294K.
Strategic Wealth Partners first reported a position in Aon in Q4 2017 and held it in 11 quarters.
Strategic Wealth Partners's Aon position peaked at $294K in Q4 2021.
980 funds tracked by Wall St. Rank held Aon as of Q1 2022.

Based on Strategic Wealth Partners's 13F filing for Q1 2022, filed 19 May 2022.