The Family Firm’s Aon AON Stock Holding History

The Family Firm’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	-284	Closed	-$83.4K	–	240
2024 Q2	$83.4K	Buy	+284	New	+$84K	0.02%	306

Other funds holding AON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

The Family Firm's AON Position: Q3 2024 in Review

The Family Firm sold out of Aon (AON) in Q3 2024, closing a stake of 284 shares — an estimated $83.4K sold.

The Family Firm first reported a position in AON in Q2 2024 and held it in 1 quarter. The position peaked at $83.4K in Q2 2024. 1,143 funds tracked by Wall St. Rank hold AON as of Q3 2024.

The Family Firm reported no remaining Aon position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 284 Aon shares in Q3 2024, an estimated $83.4K.
The Family Firm first reported a position in Aon in Q2 2024 and held it in 1 quarter.
The Family Firm's Aon position peaked at $83.4K in Q2 2024.
1,143 funds tracked by Wall St. Rank held Aon as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.