Summit Global Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Buy |
+2,110
| New | +$753K | 0.04% | 252 |
|
|
2024
Q3 | – | Sell |
-2,676
| Closed | -$786K | – | 503 |
|
|
2024
Q2 | $786K | Buy |
2,676
+1,933
| +260% | +$568K | 0.05% | 278 |
|
|
2024
Q1 | $248K | Buy |
+743
| New | +$248K | 0.02% | 440 |
|
|
2023
Q2 | – | Sell |
-5,681
| Closed | -$1.79M | – | 531 |
|
|
2023
Q1 | $1.79M | Buy |
+5,681
| New | +$1.79M | 0.14% | 147 |
|
|
2018
Q4 | – | Sell |
-10,755
| Closed | -$1.65M | – | 256 |
|
|
2018
Q3 | $1.65M | Sell |
10,755
-5
| -0% | -$769 | 0.22% | 82 |
|
|
2018
Q2 | $1.48M | Buy |
+10,760
| New | +$1.48M | 0.22% | 83 |
|