Valley Brook Capital Group’s Aon AON Stock Holding History

Valley Brook Capital Group’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
2024 Q1	–	Sell	-1,000	Closed	-$291K	–	119
2023 Q4	$291K	Hold	1,000	–	–	0.25%	87
2023 Q3	$324K	Hold	1,000	–	–	0.32%	79
2023 Q2	$345K	Hold	1,000	–	–	0.32%	76
2023 Q1	$315K	Hold	1,000	–	–	0.29%	78
2022 Q4	$300K	Hold	1,000	–	–	0.29%	84
2022 Q3	$267K	Hold	1,000	–	–	0.29%	83
2022 Q2	$269K	Hold	1,000	–	–	0.28%	83
2022 Q1	$325K	Hold	1,000	–	–	0.28%	81
2021 Q4	$300K	Hold	1,000	–	–	0.26%	89
2021 Q3	$285K	Hold	1,000	–	–	0.28%	89
2021 Q2	$238K	Hold	1,000	–	–	0.23%	100
2021 Q1	$230K	Hold	1,000	–	–	0.21%	97
2020 Q4	$211K	Buy	+1,000	New	+$204K	0.21%	97

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Valley Brook Capital Group's AON Position: Q1 2024 in Review

Valley Brook Capital Group sold out of Aon (AON) in Q1 2024, closing a stake of 1,000 shares — an estimated $291K sold.

Valley Brook Capital Group first reported a position in AON in Q4 2020 and held it in 13 quarters. The position peaked at $345K in Q2 2023. 1,083 funds tracked by Wall St. Rank hold AON as of Q1 2024.

Valley Brook Capital Group reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
Valley Brook Capital Group sold 1,000 Aon shares in Q1 2024, an estimated $291K.
Valley Brook Capital Group first reported a position in Aon in Q4 2020 and held it in 13 quarters.
Valley Brook Capital Group's Aon position peaked at $345K in Q2 2023.
1,083 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Valley Brook Capital Group's 13F filing for Q1 2024, filed 1 May 2024.