TCWP’s Aon AON Stock Holding History

TCWP’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 Q2	–	Sell	-125	Closed	-$40K	–	339
2022 Q1	$40K	Buy	+125	New	+$36.4K	0.01%	530

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

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

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

TCWP's AON Position: Q2 2022 in Review

TCWP sold out of Aon (AON) in Q2 2022, closing a stake of 125 shares — an estimated $40K sold.

TCWP first reported a position in AON in Q1 2022 and held it in 1 quarter. The position peaked at $40K in Q1 2022. 959 funds tracked by Wall St. Rank hold AON as of Q2 2022.

TCWP reported no remaining Aon position as of Q2 2022 after selling out during the quarter.
TCWP sold 125 Aon shares in Q2 2022, an estimated $40K.
TCWP first reported a position in Aon in Q1 2022 and held it in 1 quarter.
TCWP's Aon position peaked at $40K in Q1 2022.
959 funds tracked by Wall St. Rank held Aon as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.