Sullivan, Bruyette, Speros & Blaney’s Aon AON Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$154K	Sell	668 -623	-48%	-$137K	0.01%	347
2020 Q4	$273K	Buy	1,291 +10	+0.8%	+$2.04K	0.01%	238
2020 Q3	$264K	Sell	1,281 -52	-4%	-$10.4K	0.01%	219
2020 Q2	$257K	Hold	1,333	–	–	0.02%	202
2020 Q1	$220K	Hold	1,333	–	–	0.02%	197
2019 Q4	$278K	Buy	1,333 +223	+20%	+$44.2K	0.02%	203
2019 Q3	$215K	Hold	1,110	–	–	0.01%	224
2019 Q2	$214K	Buy	+1,110	New	+$201K	0.01%	218

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Sullivan, Bruyette, Speros & Blaney's AON Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Aon (AON) stake by 48% in Q1 2021, selling an estimated $137K and leaving 668 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #347.

Sullivan, Bruyette, Speros & Blaney first reported a position in AON in Q2 2019 and has held it in 8 quarters since. The position peaked at $278K in Q4 2019. 913 funds tracked by Wall St. Rank hold AON as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 668 shares of Aon worth $154K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney sold 623 Aon shares in Q1 2021, an estimated $137K.
Aon made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #347 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Aon in Q2 2019 and has held it in 8 quarters since.
Sullivan, Bruyette, Speros & Blaney's Aon position peaked at $278K in Q4 2019.
913 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.