WRF
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Waddell & Reed Financial’s Aon AON Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$182M Buy
792,887
+10,765
+1% +$2.37M 0.38% 62
2020
Q4 		$165M Buy
782,122
+131,178
+20% +$26.8M 0.35% 73
2020
Q3 		$134M Sell
650,944
-87,043
-12% -$17.4M 0.32% 81
2020
Q2 		$142M Buy
737,987
+112,532
+18% +$21M 0.37% 71
2020
Q1 		$103M Buy
625,455
+213,615
+52% +$43.7M 0.34% 82
2019
Q4 		$85.8M Sell
411,840
-17,264
-4% -$3.42M 0.21% 135
2019
Q3 		$83.1M Buy
+429,104
New +$82.8M 0.21% 130

Other funds holding AON

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return