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Wealthspire Advisors (Maryland)’s Aon AON Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$869K Buy
4,213
+2,836
+206% +$566K 0.03% 203
2020
Q2 		$265K Sell
1,377
-16
-1% -$2.98K 0.02% 363
2020
Q1 		$230K Sell
1,393
-11
-0.8% -$2.25K 0.02% 358
2019
Q4 		$293K Buy
+1,404
New +$278K 0.02% 381
2019
Q2 		– Sell
-947
Closed -$162K – 541
2019
Q1 		$162K Buy
947
+9
+1% +$1.46K 0.01% 484
2018
Q4 		$136K Buy
938
+7
+0.8% +$1.09K 0.01% 512
2018
Q3 		$143K Buy
931
+13
+1% +$1.9K 0.01% 553
2018
Q2 		$126K Buy
918
+30
+3% +$4.23K 0.01% 608
2018
Q1 		$125K Sell
888
-43
-5% -$6.02K 0.01% 624
2017
Q4 		$125K Buy
931
+235
+34% +$33.4K 0.01% 630
2017
Q3 		$102K Buy
696
+29
+4% +$4.05K 0.01% 694
2017
Q2 		$89K Buy
667
+62
+10% +$7.84K 0.01% 731
2017
Q1 		$72K Buy
605
+87
+17% +$10K 0.01% 696
2016
Q4 		$58K Buy
518
+37
+8% +$4.12K 0.01% 731
2016
Q3 		$54K Buy
481
+10
+2% +$1.1K 0.01% 753
2016
Q2 		$51K Buy
471
+19
+4% +$2.01K 0.01% 726
2016
Q1 		$47K Sell
452
-3
-0.7% -$281 0.01% 716
2015
Q4 		$42K Buy
+455
New +$42.4K 0.01% 761

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wealthspire Advisors (Maryland)'s AON Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Aon (AON) stake by 206% in Q3 2020, buying an estimated $566K and bringing the position to 4,213 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #203.

Wealthspire Advisors (Maryland) first reported a position in AON in Q4 2015 and has held it in 18 quarters since. 803 funds tracked by Wall St. Rank hold AON as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,213 shares of Aon worth $869K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,836 Aon shares in Q3 2020, an estimated $566K.
  • Aon made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #203 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Aon in Q4 2015 and has held it in 18 quarters since.
  • 803 funds tracked by Wall St. Rank held Aon as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.