Utah Peaks Capital’s Aon AON Stock Holding History

Utah Peaks Capital’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
2023 Q1	–	Sell	-1,282	Closed	-$385K	–	32
2022 Q4	$385K	Buy	+1,282	New	+$375K	0.7%	28

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Utah Peaks Capital's AON Position: Q1 2023 in Review

Utah Peaks Capital sold out of Aon (AON) in Q1 2023, closing a stake of 1,282 shares — an estimated $385K sold.

Utah Peaks Capital first reported a position in AON in Q4 2022 and held it in 1 quarter. The position peaked at $385K in Q4 2022. 1,007 funds tracked by Wall St. Rank hold AON as of Q1 2023.

Utah Peaks Capital reported no remaining Aon position as of Q1 2023 after selling out during the quarter.
Utah Peaks Capital sold 1,282 Aon shares in Q1 2023, an estimated $385K.
Utah Peaks Capital first reported a position in Aon in Q4 2022 and held it in 1 quarter.
Utah Peaks Capital's Aon position peaked at $385K in Q4 2022.
1,007 funds tracked by Wall St. Rank held Aon as of Q1 2023.

Based on Utah Peaks Capital's 13F filing for Q1 2023, filed 15 May 2023.