Taylor Hoffman Wealth Management’s Aon AON Stock Holding History

Taylor Hoffman Wealth 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
2022 Q4	–	Sell	-1,350	Closed	-$362K	–	108
2022 Q3	$362K	Sell	1,350 -150	-10%	-$42.4K	0.19%	94
2022 Q2	$411K	Hold	1,500	–	–	0.2%	91
2022 Q1	$488K	Hold	1,500	–	–	0.2%	88
2021 Q4	$451K	Hold	1,500	–	–	0.17%	96
2021 Q3	$437K	Hold	1,500	–	–	0.19%	94
2021 Q2	$358K	Hold	1,500	–	–	0.15%	104
2021 Q1	$345K	Hold	1,500	–	–	0.16%	105
2020 Q4	$317K	Hold	1,500	–	–	0.16%	105
2020 Q3	$309K	Hold	1,500	–	–	0.18%	103
2020 Q2	$289K	Buy	+1,500	New	+$280K	0.18%	100
2020 Q1	–	Sell	-1,530	Closed	-$319K	–	121
2019 Q4	$319K	Hold	1,530	–	–	0.21%	96
2019 Q3	$296K	Hold	1,530	–	–	0.21%	96
2019 Q2	$295K	Hold	1,530	–	–	0.24%	93
2019 Q1	$261K	Hold	1,530	–	–	0.19%	103
2018 Q4	$222K	Hold	1,530	–	–	0.2%	91
2018 Q3	$235K	Hold	1,530	–	–	0.19%	96
2018 Q2	$210K	Hold	1,530	–	–	0.18%	98
2018 Q1	$215K	Hold	1,530	–	–	0.2%	94
2017 Q4	$205K	Buy	+1,530	New	+$218K	0.2%	94

Other funds holding AON

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

Capital International Investors

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

Mawer Investment Management

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

WCM Investment Management

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Berkshire Hathaway

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