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UBS’s Aon AON Stock Holding History

UBS’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
2014
Q1 		– Sell
-11,300
Closed -$948K – 10397
2013
Q4 		$948K Sell
11,300
-8,800
-44% -$697K ﹤0.01% 3605
2013
Q3 		$1.5M Buy
20,100
+14,100
+235% +$967K ﹤0.01% 2898
2013
Q2 		$386K Buy
+6,000
New +$380K ﹤0.01% 4352

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS's AON Position: Q3 2014 in Review

UBS increased its Aon (AON) stake by 19% in Q3 2014, buying an estimated $2.13M and bringing the position to 155,305 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #1208.

UBS first reported a position in AON in Q2 2013 and has held it in 6 quarters since. The position peaked at $30M in Q1 2014. 451 funds tracked by Wall St. Rank hold AON as of Q3 2014.

  • UBS held 155,305 shares of Aon worth $13.6M as of Q3 2014.
  • UBS bought 24,339 Aon shares in Q3 2014, an estimated $2.13M.
  • Aon made up 0.01% of UBS's portfolio in Q3 2014, its #1208 holding.
  • UBS first reported a position in Aon in Q2 2013 and has held it in 6 quarters since.
  • UBS's Aon position peaked at $30M in Q1 2014.
  • 451 funds tracked by Wall St. Rank held Aon as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.