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WealthStone’s Aon AON Stock Holding History

WealthStone’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
Q1 		$2.4M Buy
10,454
+85
+0.8% +$18.7K 0.84% 17
2020
Q4 		$2.19M Sell
10,369
-4
-0% -$817 0.78% 18
2020
Q3 		$2.14M Buy
+10,373
New +$2.07M 0.98% 14
2019
Q3 		– Sell
-13
Closed -$2.51K – 84
2019
Q2 		$2.51K Buy
+13
New +$2.36K ﹤0.01% 492

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

WealthStone's AON Position: Q1 2021 in Review

WealthStone increased its Aon (AON) stake by 0.82% in Q1 2021, buying an estimated $18.7K and bringing the position to 10,454 shares worth $2.4M. The position accounts for 0.84% of the portfolio, ranked #17.

WealthStone first reported a position in AON in Q2 2019 and has held it in 4 quarters since. 912 funds tracked by Wall St. Rank hold AON as of Q1 2021.

  • WealthStone held 10,454 shares of Aon worth $2.4M as of Q1 2021.
  • WealthStone bought 85 Aon shares in Q1 2021, an estimated $18.7K.
  • Aon made up 0.84% of WealthStone's portfolio in Q1 2021, its #17 holding.
  • WealthStone first reported a position in Aon in Q2 2019 and has held it in 4 quarters since.
  • 912 funds tracked by Wall St. Rank held Aon as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.