TrustCore Financial Services’s Aon AON Stock Holding History

TrustCore Financial Services’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 Q4	$60.6K	Sell	202 -65	-24%	-$19K	0.01%	422
2022 Q3	$72K	Sell	267 -32	-11%	-$9.05K	0.01%	390
2022 Q2	$81K	Hold	299	–	–	0.01%	373
2022 Q1	$97K	Sell	299 -34	-10%	-$9.89K	0.01%	362
2021 Q4	$100K	Hold	333	–	–	0.01%	342
2021 Q3	$95K	Hold	333	–	–	0.01%	358
2021 Q2	$80K	Buy	333 +64	+24%	+$15.6K	0.01%	377
2021 Q1	$62K	Hold	269	–	–	0.01%	399
2020 Q4	$57K	Buy	269 +34	+14%	+$6.94K	0.01%	407
2020 Q3	$48K	Sell	235 -28	-11%	-$5.59K	0.01%	385
2020 Q2	$51K	Buy	263 +28	+12%	+$5.22K	0.01%	388
2020 Q1	$39K	Hold	235	–	–	0.01%	396
2019 Q4	$49K	Hold	235	–	–	0.01%	378
2019 Q3	$45K	Hold	235	–	–	0.01%	383
2019 Q2	$45K	Hold	235	–	–	0.01%	374
2019 Q1	$40K	Hold	235	–	–	0.01%	342
2018 Q4	$34K	Hold	235	–	–	0.02%	180
2018 Q3	$36K	Sell	235 -22	-9%	-$3.22K	0.01%	354
2018 Q2	$35K	Buy	257 +152	+145%	+$21.4K	0.01%	345
2018 Q1	$15K	Hold	105	–	–	0.01%	440
2017 Q4	$14K	Buy	+105	New	+$14.9K	0.01%	427

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

TrustCore Financial Services's AON Position: Q4 2022 in Review

TrustCore Financial Services reduced its Aon (AON) stake by 24% in Q4 2022, selling an estimated $19K and leaving 202 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #422.

TrustCore Financial Services first reported a position in AON in Q4 2017 and has held it in 21 quarters since. The position peaked at $100K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

TrustCore Financial Services held 202 shares of Aon worth $60.6K as of Q4 2022.
TrustCore Financial Services sold 65 Aon shares in Q4 2022, an estimated $19K.
Aon made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #422 holding.
TrustCore Financial Services first reported a position in Aon in Q4 2017 and has held it in 21 quarters since.
TrustCore Financial Services's Aon position peaked at $100K in Q4 2021.
1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.