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Western Financial Corp’s Aon AON Stock Holding History

Western Financial Corp’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
Q1 		– Sell
-2,236
Closed -$651K – 116
2023
Q4 		$651K Buy
2,236
+9
+0.4% +$2.88K 0.44% 74
2023
Q3 		$722K Sell
2,227
-9
-0.4% -$2.98K 0.53% 49
2023
Q2 		$772K Hold
2,236
– – 0.53% 43
2023
Q1 		$705K Buy
2,236
+60
+3% +$18.6K 0.5% 54
2022
Q4 		$653K Buy
2,176
+41
+2% +$12K 0.42% 59
2022
Q3 		$572K Buy
2,135
+386
+22% +$109K 0.4% 67
2022
Q2 		$472K Buy
+1,749
New +$503K 0.34% 65

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Western Financial Corp's AON Position: Q1 2024 in Review

Western Financial Corp sold out of Aon (AON) in Q1 2024, closing a stake of 2,236 shares — an estimated $651K sold.

Western Financial Corp first reported a position in AON in Q2 2022 and held it in 7 quarters. The position peaked at $772K in Q2 2023. 1,080 funds tracked by Wall St. Rank hold AON as of Q1 2024.

  • Western Financial Corp reported no remaining Aon position as of Q1 2024 after selling out during the quarter.
  • Western Financial Corp sold 2,236 Aon shares in Q1 2024, an estimated $651K.
  • Western Financial Corp first reported a position in Aon in Q2 2022 and held it in 7 quarters.
  • Western Financial Corp's Aon position peaked at $772K in Q2 2023.
  • 1,080 funds tracked by Wall St. Rank held Aon as of Q1 2024.

Based on Western Financial Corp's 13F filing for Q1 2024, filed 24 Apr 2024.