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Willingdon Wealth Management’s Aon AON Stock Holding History

Willingdon Wealth 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
2020
Q1 		$139K Buy
843
+836
+11,943% +$171K 0.04% 126
2019
Q4 		$1K Hold
7
– – ﹤0.01% 342
2019
Q3 		$1K Buy
+7
New +$1.35K ﹤0.01% 381

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Willingdon Wealth Management's AON Position: Q1 2020 in Review

Willingdon Wealth Management increased its Aon (AON) stake by 11,943% in Q1 2020, buying an estimated $171K and bringing the position to 843 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #126.

Willingdon Wealth Management first reported a position in AON in Q3 2019 and has held it in 3 quarters since. 711 funds tracked by Wall St. Rank hold AON as of Q1 2020.

  • Willingdon Wealth Management held 843 shares of Aon worth $139K as of Q1 2020.
  • Willingdon Wealth Management bought 836 Aon shares in Q1 2020, an estimated $171K.
  • Aon made up 0.04% of Willingdon Wealth Management's portfolio in Q1 2020, its #126 holding.
  • Willingdon Wealth Management first reported a position in Aon in Q3 2019 and has held it in 3 quarters since.
  • 711 funds tracked by Wall St. Rank held Aon as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.