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USA Financial Formulas’s Aon AON Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-2
Closed -$1K – 351
2021
Q4 		$1K Buy
+2
New +$600 ﹤0.01% 293
2020
Q3 		– Sell
-1,932
Closed -$372K – 319
2020
Q2 		$372K Sell
1,932
-6,507
-77% -$1.21M 0.28% 57
2020
Q1 		$1.39M Buy
+8,439
New +$1.73M 0.89% 45
2017
Q4 		– Sell
-20,953
Closed -$3.06M – 257
2017
Q3 		$3.06M Sell
20,953
-1,520
-7% -$212K 0.73% 66
2017
Q2 		$2.99M Buy
+22,473
New +$2.84M 0.72% 53
2017
Q1 		– Sell
-27,181
Closed -$3.03M – 244
2016
Q4 		$3.03M Buy
+27,181
New +$3.03M 0.75% 43

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

USA Financial Formulas's AON Position: Q1 2022 in Review

USA Financial Formulas sold out of Aon (AON) in Q1 2022, closing a stake of 2 shares — an estimated $1K sold.

USA Financial Formulas first reported a position in AON in Q4 2016 and held it in 6 quarters. The position peaked at $3.06M in Q3 2017. 979 funds tracked by Wall St. Rank hold AON as of Q1 2022.

  • USA Financial Formulas reported no remaining Aon position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 2 Aon shares in Q1 2022, an estimated $1K.
  • USA Financial Formulas first reported a position in Aon in Q4 2016 and held it in 6 quarters.
  • USA Financial Formulas's Aon position peaked at $3.06M in Q3 2017.
  • 979 funds tracked by Wall St. Rank held Aon as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.