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Walter & Keenan Wealth Management’s Aon AON Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-5,807
Closed -$892K – 147
2020
Q1 		$892K Buy
+5,807
New +$1.19M 0.35% 38

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $60.8B AUM 22.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Walter & Keenan Wealth Management's AON Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Aon (AON) in Q2 2020, closing a stake of 5,807 shares — an estimated $892K sold.

Walter & Keenan Wealth Management first reported a position in AON in Q1 2020 and held it in 1 quarter. The position peaked at $892K in Q1 2020. 751 funds tracked by Wall St. Rank hold AON as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Aon position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 5,807 Aon shares in Q2 2020, an estimated $892K.
  • Walter & Keenan Wealth Management first reported a position in Aon in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Aon position peaked at $892K in Q1 2020.
  • 751 funds tracked by Wall St. Rank held Aon as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.