Wilbanks Smith & Thomas Asset Management’s Aon AON Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2023 Q4	–	Sell	-1,294	Closed	-$420K	–	519
2023 Q3	$420K	Buy	1,294 +42	+3%	+$13.9K	0.01%	339
2023 Q2	$432K	Sell	1,252 -157	-11%	-$51K	0.01%	348
2023 Q1	$444K	Sell	1,409 -1	-0.1%	-$310	0.02%	327
2022 Q4	$423K	Buy	+1,410	New	+$412K	0.02%	332
2018 Q4	–	Sell	-53	Closed	-$8K	–	394
2018 Q3	$8K	Buy	+53	New	+$7.75K	﹤0.01%	1091

Other funds holding AON

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's AON Position: Q4 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Aon (AON) in Q4 2023, closing a stake of 1,294 shares — an estimated $420K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AON in Q3 2018 and held it in 5 quarters. The position peaked at $444K in Q1 2023. 1,060 funds tracked by Wall St. Rank hold AON as of Q4 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 1,294 Aon shares in Q4 2023, an estimated $420K.
Wilbanks Smith & Thomas Asset Management first reported a position in Aon in Q3 2018 and held it in 5 quarters.
Wilbanks Smith & Thomas Asset Management's Aon position peaked at $444K in Q1 2023.
1,060 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.