tru Independence’s Aon AON Stock Holding History

tru Independence’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
2021 Q2	–	Sell	-911	Closed	-$209K	–	281
2021 Q1	$209K	Buy	911 +36	+4%	+$7.92K	0.04%	241
2020 Q4	$185	Buy	875 +57	+7%	+$11.6K	﹤0.01%	429
2020 Q3	$169K	Buy	+818	New	+$163K	0.05%	168

Other funds holding AON

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

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

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

tru Independence's AON Position: Q2 2021 in Review

tru Independence sold out of Aon (AON) in Q2 2021, closing a stake of 911 shares — an estimated $209K sold.

tru Independence first reported a position in AON in Q3 2020 and held it in 3 quarters. The position peaked at $209K in Q1 2021. 908 funds tracked by Wall St. Rank hold AON as of Q2 2021.

tru Independence reported no remaining Aon position as of Q2 2021 after selling out during the quarter.
tru Independence sold 911 Aon shares in Q2 2021, an estimated $209K.
tru Independence first reported a position in Aon in Q3 2020 and held it in 3 quarters.
tru Independence's Aon position peaked at $209K in Q1 2021.
908 funds tracked by Wall St. Rank held Aon as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.