Waterloo Capital’s Aon AON Stock Holding History

Waterloo Capital’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	-1,523	Closed	-$508K	–	348
2024 Q1	$508K	Buy	1,523 +676	+80%	+$210K	0.06%	223
2023 Q4	$247K	Buy	+847	New	+$271K	0.04%	325

Other funds holding AON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Waterloo Capital's AON Position: Q2 2024 in Review

Waterloo Capital sold out of Aon (AON) in Q2 2024, closing a stake of 1,523 shares — an estimated $508K sold.

Waterloo Capital first reported a position in AON in Q4 2023 and held it in 2 quarters. The position peaked at $508K in Q1 2024. 1,104 funds tracked by Wall St. Rank hold AON as of Q2 2024.

Waterloo Capital reported no remaining Aon position as of Q2 2024 after selling out during the quarter.
Waterloo Capital sold 1,523 Aon shares in Q2 2024, an estimated $508K.
Waterloo Capital first reported a position in Aon in Q4 2023 and held it in 2 quarters.
Waterloo Capital's Aon position peaked at $508K in Q1 2024.
1,104 funds tracked by Wall St. Rank held Aon as of Q2 2024.

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