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Symphony Asset Management’s Aon AON Stock Holding History

Symphony Asset 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
2018
Q1 		– Sell
-20,418
Closed -$2.74M – 336
2017
Q4 		$2.74M Sell
20,418
-4,597
-18% -$654K 0.28% 86
2017
Q3 		$3.65M Sell
25,015
-1,136
-4% -$159K 0.41% 60
2017
Q2 		$3.48M Buy
26,151
+4,890
+23% +$618K 0.39% 62
2017
Q1 		$2.52M Buy
21,261
+18,019
+556% +$2.08M 0.24% 103
2016
Q4 		$362K Buy
3,242
+29
+0.9% +$3.23K 0.04% 337
2016
Q3 		$361K Sell
3,213
-1,271
-28% -$140K 0.04% 319
2016
Q2 		$490K Buy
+4,484
New +$474K 0.05% 238
2015
Q1 		– Sell
-2,826
Closed -$268K – 461
2014
Q4 		$268K Hold
2,826
– – 0.03% 356
2014
Q3 		$247K Buy
2,826
+27
+1% +$2.36K 0.03% 353
2014
Q2 		$252K Buy
+2,799
New +$242K 0.03% 387

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Symphony Asset Management's AON Position: Q1 2018 in Review

Symphony Asset Management sold out of Aon (AON) in Q1 2018, closing a stake of 20,418 shares — an estimated $2.74M sold.

Symphony Asset Management first reported a position in AON in Q2 2014 and held it in 10 quarters. The position peaked at $3.65M in Q3 2017. 633 funds tracked by Wall St. Rank hold AON as of Q1 2018.

  • Symphony Asset Management reported no remaining Aon position as of Q1 2018 after selling out during the quarter.
  • Symphony Asset Management sold 20,418 Aon shares in Q1 2018, an estimated $2.74M.
  • Symphony Asset Management first reported a position in Aon in Q2 2014 and held it in 10 quarters.
  • Symphony Asset Management's Aon position peaked at $3.65M in Q3 2017.
  • 633 funds tracked by Wall St. Rank held Aon as of Q1 2018.

Based on Symphony Asset Management's 13F filing for Q1 2018, filed 11 May 2018.