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Windsor Wealth Management’s Aon AON Stock Holding History

Windsor 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
2022
Q2 		– Sell
-888
Closed -$296K – 157
2022
Q1 		$296K Sell
888
-5
-0.6% -$1.45K 0.05% 189
2021
Q4 		$263K Buy
893
+5
+0.6% +$1.5K 0.05% 199
2021
Q3 		$258K Buy
888
+46
+5% +$12.4K 0.05% 193
2021
Q2 		$201K Buy
+842
New +$206K 0.04% 212

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Windsor Wealth Management's AON Position: Q2 2022 in Review

Windsor Wealth Management sold out of Aon (AON) in Q2 2022, closing a stake of 888 shares — an estimated $296K sold.

Windsor Wealth Management first reported a position in AON in Q2 2021 and held it in 4 quarters. The position peaked at $296K in Q1 2022. 959 funds tracked by Wall St. Rank hold AON as of Q2 2022.

  • Windsor Wealth Management reported no remaining Aon position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 888 Aon shares in Q2 2022, an estimated $296K.
  • Windsor Wealth Management first reported a position in Aon in Q2 2021 and held it in 4 quarters.
  • Windsor Wealth Management's Aon position peaked at $296K in Q1 2022.
  • 959 funds tracked by Wall St. Rank held Aon as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.