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Ulland Investment Advisors’s Aon AON Stock Holding History

Ulland Investment Advisors’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
Q3 		– Sell
-35
Closed -$9K – 217
2022
Q2 		$9K Hold
35
– – 0.01% 183
2022
Q1 		$11K Buy
+35
New +$10.2K 0.01% 186

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Ulland Investment Advisors's AON Position: Q3 2022 in Review

Ulland Investment Advisors sold out of Aon (AON) in Q3 2022, closing a stake of 35 shares — an estimated $9K sold.

Ulland Investment Advisors first reported a position in AON in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 944 funds tracked by Wall St. Rank hold AON as of Q3 2022.

  • Ulland Investment Advisors reported no remaining Aon position as of Q3 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 35 Aon shares in Q3 2022, an estimated $9K.
  • Ulland Investment Advisors first reported a position in Aon in Q1 2022 and held it in 2 quarters.
  • Ulland Investment Advisors's Aon position peaked at $11K in Q1 2022.
  • 944 funds tracked by Wall St. Rank held Aon as of Q3 2022.

Based on Ulland Investment Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.