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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Taylor Hoffman Wealth Management's AON Position: Q4 2022 in Review

Taylor Hoffman Wealth Management sold out of Aon (AON) in Q4 2022, closing a stake of 1,350 shares — an estimated $362K sold.

Taylor Hoffman Wealth Management first reported a position in AON in Q4 2017 and held it in 19 quarters. The position peaked at $488K in Q1 2022. 1,028 funds tracked by Wall St. Rank hold AON as of Q4 2022.

Taylor Hoffman Wealth Management reported no remaining Aon position as of Q4 2022 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,350 Aon shares in Q4 2022, an estimated $362K.
Taylor Hoffman Wealth Management first reported a position in Aon in Q4 2017 and held it in 19 quarters.
Taylor Hoffman Wealth Management's Aon position peaked at $488K in Q1 2022.
1,028 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.