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SYSTM Wealth Solutions’s Aon AON Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-10,663
Closed -$3.13M – 120
2024
Q2 		$3.13M Sell
10,663
-4,509
-30% -$1.33M 0.7% 47
2024
Q1 		$5.06M Buy
15,172
+2,209
+17% +$685K 0.64% 37
2023
Q4 		$3.77M Buy
12,963
+547
+4% +$175K 0.52% 49
2023
Q3 		$4.03M Buy
12,416
+109
+0.9% +$36.1K 0.62% 40
2023
Q2 		$4.25M Buy
12,307
+432
+4% +$140K 0.58% 39
2023
Q1 		$3.74M Buy
11,875
+303
+3% +$93.8K 0.58% 40
2022
Q4 		$3.47M Buy
+11,572
New +$3.38M 0.43% 63

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

SYSTM Wealth Solutions's AON Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Aon (AON) in Q3 2024, closing a stake of 10,663 shares — an estimated $3.13M sold.

SYSTM Wealth Solutions first reported a position in AON in Q4 2022 and held it in 7 quarters. The position peaked at $5.06M in Q1 2024. 1,142 funds tracked by Wall St. Rank hold AON as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,663 Aon shares in Q3 2024, an estimated $3.13M.
  • SYSTM Wealth Solutions first reported a position in Aon in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Aon position peaked at $5.06M in Q1 2024.
  • 1,142 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.