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TrueWealth LLC’s Aon AON Stock Holding History

TrueWealth LLC’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
2020
Q2 		$170K Hold
884
– – 0.07% 148
2020
Q1 		$146K Hold
884
– – 0.07% 150
2019
Q4 		$184K Hold
884
– – 0.07% 148
2019
Q3 		$171K Hold
884
– – 0.07% 144
2019
Q2 		$171K Hold
884
– – 0.08% 148
2019
Q1 		$151K Hold
884
– – 0.07% 156
2018
Q4 		$128K Hold
884
– – 0.06% 164
2018
Q3 		$136K Hold
884
– – 0.06% 169
2018
Q2 		$121K Hold
884
– – 0.06% 179
2018
Q1 		$124K Sell
884
-273
-24% -$38.2K 0.06% 172
2017
Q4 		$155K Buy
+1,157
New +$165K 0.07% 162

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

TrueWealth LLC's AON Position: Q2 2020 in Review

TrueWealth LLC held its Aon (AON) position steady in Q2 2020 at 884 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #148.

TrueWealth LLC first reported a position in AON in Q4 2017 and has held it in 11 quarters since. The position peaked at $184K in Q4 2019. 752 funds tracked by Wall St. Rank hold AON as of Q2 2020.

  • TrueWealth LLC held 884 shares of Aon worth $170K as of Q2 2020.
  • TrueWealth LLC left its Aon share count unchanged in Q2 2020.
  • Aon made up 0.07% of TrueWealth LLC's portfolio in Q2 2020, its #148 holding.
  • TrueWealth LLC first reported a position in Aon in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Aon position peaked at $184K in Q4 2019.
  • 752 funds tracked by Wall St. Rank held Aon as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.