Sutton Wealth Advisors’s Aon AON Stock Holding History

Sutton Wealth Advisors’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 Q3	$40.2K	Buy	124 +12	+11%	+$3.97K	0.02%	256
2023 Q2	$38.7K	Hold	112	–	–	0.02%	258
2023 Q1	$35.3K	Sell	112 -2	-2%	-$619	0.02%	241
2022 Q4	$34.2K	Sell	114 -1	-0.9%	-$292	0.01%	504
2022 Q3	$30.8K	Hold	115	–	–	0.01%	515
2022 Q2	$31K	Buy	115 +11	+11%	+$3.16K	0.01%	522
2022 Q1	$33.9K	Buy	104 +4	+4%	+$1.16K	0.01%	531
2021 Q4	$30.1K	Sell	100 -5	-5%	-$1.5K	0.01%	581
2021 Q3	$30K	Buy	105 +2	+2%	+$537	0.01%	559
2021 Q2	$24.6K	Hold	103	–	–	0.01%	641
2021 Q1	$23.7K	Buy	103 +3	+3%	+$660	0.01%	622
2020 Q4	$21.1K	Buy	100 +5	+5%	+$1.02K	0.01%	593
2020 Q3	$19.6K	Hold	95	–	–	0.01%	549
2020 Q2	$18.3K	Buy	95 +4	+4%	+$745	0.01%	561
2020 Q1	$15K	Buy	91 +3	+3%	+$614	0.01%	546
2019 Q4	$18.3K	Hold	88	–	–	0.01%	637
2019 Q3	$17K	Hold	88	–	–	0.01%	632
2019 Q2	$17K	Buy	88 +4	+5%	+$725	0.01%	629
2019 Q1	$14.3K	Buy	84 +8	+11%	+$1.3K	0.01%	684
2018 Q4	$11K	Hold	76	–	–	0.01%	716
2018 Q3	$11.7K	Hold	76	–	–	0.01%	757
2018 Q2	$10.4K	Hold	76	–	–	0.01%	821
2018 Q1	$10.7K	Hold	76	–	–	0.01%	795
2017 Q4	$10.2K	Hold	76	–	–	0.01%	771
2017 Q3	$11.1K	Hold	76	–	–	0.01%	742
2017 Q2	$10.1K	Hold	76	–	–	0.01%	748
2017 Q1	$9.02K	Hold	76	–	–	0.01%	735
2016 Q4	$8.48K	Hold	76	–	–	0.01%	732
2016 Q3	$8.55K	Hold	76	–	–	0.01%	700
2016 Q2	$8.3K	Hold	76	–	–	0.01%	672
2016 Q1	$7.94K	Buy	+76	New	+$7.12K	0.01%	654

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Sutton Wealth Advisors's AON Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Aon (AON) stake by 11% in Q3 2023, buying an estimated $3.97K and bringing the position to 124 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #256.

Sutton Wealth Advisors first reported a position in AON in Q1 2016 and has held it in 31 quarters since. 1,042 funds tracked by Wall St. Rank hold AON as of Q3 2023.

Sutton Wealth Advisors held 124 shares of Aon worth $40.2K as of Q3 2023.
Sutton Wealth Advisors bought 12 Aon shares in Q3 2023, an estimated $3.97K.
Aon made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #256 holding.
Sutton Wealth Advisors first reported a position in Aon in Q1 2016 and has held it in 31 quarters since.
1,042 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.