Sugarloaf Wealth Management’s Aon AON Stock Holding History

Sugarloaf Wealth Management’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 Q4	$48.8K	Hold	136	–	–	0.01%	296
2024 Q3	$47.1K	Hold	136	–	–	0.01%	312
2024 Q2	$39.9K	Hold	136	–	–	0.01%	317
2024 Q1	$45.4K	Hold	136	–	–	0.01%	300
2023 Q4	$39.6K	Hold	136	–	–	0.01%	310
2023 Q3	$44.1K	Hold	136	–	–	0.01%	302
2023 Q2	$46.9K	Hold	136	–	–	0.01%	298
2023 Q1	$42.9K	Hold	136	–	–	0.01%	311
2022 Q4	$40.8K	Hold	136	–	–	0.01%	311
2022 Q3	$37K	Hold	136	–	–	0.01%	332
2022 Q2	$37K	Hold	136	–	–	0.01%	331
2022 Q1	$44K	Hold	136	–	–	0.01%	299
2021 Q4	$41K	Hold	136	–	–	0.01%	317
2021 Q3	$39K	Hold	136	–	–	0.01%	311
2021 Q2	$32K	Hold	136	–	–	0.01%	334
2021 Q1	$31	Hold	136	–	–	0.01%	339
2020 Q4	$29K	Hold	136	–	–	0.01%	323
2020 Q3	$28K	Hold	136	–	–	0.01%	310
2020 Q2	$26K	Hold	136	–	–	0.01%	317
2020 Q1	$22K	Hold	136	–	–	0.01%	311
2019 Q4	$28K	Buy	+136	New	+$26.9K	0.01%	318

Other funds holding AON

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

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

Sugarloaf Wealth Management's AON Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Aon (AON) position steady in Q4 2024 at 136 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #296.

Sugarloaf Wealth Management first reported a position in AON in Q4 2019 and has held it in 21 quarters since. 1,187 funds tracked by Wall St. Rank hold AON as of Q4 2024.

Sugarloaf Wealth Management held 136 shares of Aon worth $48.8K as of Q4 2024.
Sugarloaf Wealth Management left its Aon share count unchanged in Q4 2024.
Aon made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #296 holding.
Sugarloaf Wealth Management first reported a position in Aon in Q4 2019 and has held it in 21 quarters since.
1,187 funds tracked by Wall St. Rank held Aon as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.