TRUADVICE’s Aon AON Stock Holding History

TRUADVICE’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 Q3	–	Sell	-2,206	Closed	-$573K	–	126
2021 Q2	$573K	Buy	2,206 +769	+54%	+$188K	0.13%	151
2021 Q1	$344K	Buy	1,437 +131	+10%	+$28.8K	0.1%	184
2020 Q4	$270K	Buy	1,306 +211	+19%	+$43.1K	0.08%	221
2020 Q3	$228K	Buy	+1,095	New	+$219K	0.09%	187

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

TRUADVICE's AON Position: Q3 2021 in Review

TRUADVICE sold out of Aon (AON) in Q3 2021, closing a stake of 2,206 shares — an estimated $573K sold.

TRUADVICE first reported a position in AON in Q3 2020 and held it in 4 quarters. The position peaked at $573K in Q2 2021. 912 funds tracked by Wall St. Rank hold AON as of Q3 2021.

TRUADVICE reported no remaining Aon position as of Q3 2021 after selling out during the quarter.
TRUADVICE sold 2,206 Aon shares in Q3 2021, an estimated $573K.
TRUADVICE first reported a position in Aon in Q3 2020 and held it in 4 quarters.
TRUADVICE's Aon position peaked at $573K in Q2 2021.
912 funds tracked by Wall St. Rank held Aon as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.