Summit Wealth Group’s Aon AON Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-11	Closed	-$3K	–	54
2021 Q2	$3K	Hold	11	–	–	﹤0.01%	145
2021 Q1	$3K	Buy	+11	New	+$2.42K	﹤0.01%	136

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

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

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

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

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

Summit Wealth Group's AON Position: Q3 2021 in Review

Summit Wealth Group sold out of Aon (AON) in Q3 2021, closing a stake of 11 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in AON in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 909 funds tracked by Wall St. Rank hold AON as of Q3 2021.

Summit Wealth Group reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 11 Aon shares in Q3 2021, an estimated $3K.
Summit Wealth Group first reported a position in Aon in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Aon position peaked at $3K in Q2 2021.
909 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.