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Walled Lake Planning & Wealth Management’s Aon AON Stock Holding History

Walled Lake Planning & Wealth Management’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
Q4 		– Sell
-375
Closed -$107K – 117
2021
Q3 		$107K Buy
+375
New +$101K 0.07% 112

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 $5.72T 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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AON Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Aon (AON) in Q4 2021, closing a stake of 375 shares — an estimated $107K sold.

Walled Lake Planning & Wealth Management first reported a position in AON in Q3 2021 and held it in 1 quarter. The position peaked at $107K in Q3 2021. 989 funds tracked by Wall St. Rank hold AON as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Aon position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 375 Aon shares in Q4 2021, an estimated $107K.
  • Walled Lake Planning & Wealth Management first reported a position in Aon in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Aon position peaked at $107K in Q3 2021.
  • 989 funds tracked by Wall St. Rank held Aon as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.