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StrategIQ Financial Group’s Aon AON Stock Holding History

StrategIQ Financial Group’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 		$235K Sell
806
-1
-0.1% -$320 0.03% 289
2023
Q3 		$262K Buy
807
+1
+0.1% +$331 0.03% 264
2023
Q2 		$278K Hold
806
– – 0.03% 261
2023
Q1 		$254K Buy
806
+45
+6% +$13.9K 0.03% 255
2022
Q4 		$228K Hold
761
– – 0.03% 261
2022
Q3 		$204K Hold
761
– – 0.03% 266
2022
Q2 		$205K Hold
761
– – 0.02% 269
2022
Q1 		$248K Sell
761
-100
-12% -$29.1K 0.03% 270
2021
Q4 		$259K Buy
+861
New +$258K 0.03% 263

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

StrategIQ Financial Group's AON Position: Q4 2023 in Review

StrategIQ Financial Group reduced its Aon (AON) stake by 0.12% in Q4 2023, selling an estimated $320 and leaving 806 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #289.

StrategIQ Financial Group first reported a position in AON in Q4 2021 and has held it in 9 quarters since. The position peaked at $278K in Q2 2023. 1,058 funds tracked by Wall St. Rank hold AON as of Q4 2023.

  • StrategIQ Financial Group held 806 shares of Aon worth $235K as of Q4 2023.
  • StrategIQ Financial Group sold 1 Aon share in Q4 2023, an estimated $320.
  • Aon made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #289 holding.
  • StrategIQ Financial Group first reported a position in Aon in Q4 2021 and has held it in 9 quarters since.
  • StrategIQ Financial Group's Aon position peaked at $278K in Q2 2023.
  • 1,058 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.