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Waratah Capital Advisors’s Aon AON Stock Holding History

Waratah Capital Advisors’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
Q2 		– Sell
-4,317
Closed -$1.44M – 121
2024
Q1 		$1.44M Buy
+4,317
New +$1.34M 0.04% 113
2021
Q2 		– Sell
-1,300
Closed -$299K – 263
2021
Q1 		$299K Buy
+1,300
New +$286K 0.01% 237
2018
Q2 		– Sell
-92,597
Closed -$13M – 147
2018
Q1 		$13M Buy
92,597
+18,877
+26% +$2.64M 1.37% 20
2017
Q4 		$9.88M Sell
73,720
-33,311
-31% -$4.74M 1.15% 33
2017
Q3 		$15.6M Buy
107,031
+43,736
+69% +$6.1M 1.98% 20
2017
Q2 		$8.41M Buy
63,295
+40,639
+179% +$5.14M 1.18% 26
2017
Q1 		$2.69M Sell
22,656
-108,961
-83% -$12.6M 0.36% 60
2016
Q4 		$14.7M Buy
131,617
+3,787
+3% +$422K 2.19% 14
2016
Q3 		$14.4M Buy
127,830
+94,240
+281% +$10.4M 2.56% 7
2016
Q2 		$3.67M Buy
33,590
+25,950
+340% +$2.74M 0.75% 44
2016
Q1 		$798K Buy
7,640
+2,205
+41% +$207K 0.16% 89
2015
Q4 		$501K Sell
5,435
-49,193
-90% -$4.58M 0.09% 100
2015
Q3 		$4.84M Sell
54,628
-30,422
-36% -$2.95M 1.02% 30
2015
Q2 		$8.48M Sell
85,050
-53,510
-39% -$5.36M 1.91% 15
2015
Q1 		$13.3M Buy
138,560
+112,530
+432% +$10.9M 3.64% 8
2014
Q4 		$2.47M Sell
26,030
-141,050
-84% -$12.6M 1.16% 18
2014
Q3 		$14.6M Sell
167,080
-31,800
-16% -$2.78M 10.49% 1
2014
Q2 		$17.9M Buy
+198,880
New +$17.2M 8.75% 1

Other funds holding AON

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Waratah Capital Advisors's AON Position: Q2 2024 in Review

Waratah Capital Advisors sold out of Aon (AON) in Q2 2024, closing a stake of 4,317 shares — an estimated $1.44M sold.

Waratah Capital Advisors first reported a position in AON in Q2 2014 and held it in 18 quarters. The position peaked at $17.9M in Q2 2014. 1,104 funds tracked by Wall St. Rank hold AON as of Q2 2024.

  • Waratah Capital Advisors reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
  • Waratah Capital Advisors sold 4,317 Aon shares in Q2 2024, an estimated $1.44M.
  • Waratah Capital Advisors first reported a position in Aon in Q2 2014 and held it in 18 quarters.
  • Waratah Capital Advisors's Aon position peaked at $17.9M in Q2 2014.
  • 1,104 funds tracked by Wall St. Rank held Aon as of Q2 2024.

Based on Waratah Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.