Woodard & Company Asset Management Group’s Aon AON Stock Holding History

Woodard & Company Asset Management Group’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	-670	Closed	-$217K	–	101
2023 Q3	$217K	Hold	670	–	–	0.07%	69
2023 Q2	$231K	Sell	670 -50	-7%	-$16.2K	0.08%	74
2023 Q1	$227K	Hold	720	–	–	0.08%	74
2022 Q4	$216K	Buy	+720	New	+$210K	0.08%	74
2022 Q2	–	Sell	-720	Closed	-$234K	–	108
2022 Q1	$234K	Hold	720	–	–	0.1%	78
2021 Q4	$216K	Hold	720	–	–	0.1%	80
2021 Q3	$206K	Buy	+720	New	+$193K	0.13%	77
2020 Q2	–	Sell	-2,170	Closed	-$358K	–	90
2020 Q1	$358K	Hold	2,170	–	–	0.26%	45
2019 Q4	$452K	Hold	2,170	–	–	0.27%	44
2019 Q3	$420K	Hold	2,170	–	–	0.27%	45
2019 Q2	$419K	Hold	2,170	–	–	3.24%	7
2019 Q1	$370K	Hold	2,170	–	–	3.11%	11
2018 Q4	$315K	Hold	2,170	–	–	3.19%	11
2018 Q3	$334K	Hold	2,170	–	–	0.3%	39
2018 Q2	$298K	Hold	2,170	–	–	0.29%	39
2018 Q1	$305K	Hold	2,170	–	–	0.3%	38
2017 Q4	$291K	Buy	+2,170	New	+$309K	0.25%	42

Other funds holding AON

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

Woodard & Company Asset Management Group's AON Position: Q4 2023 in Review

Woodard & Company Asset Management Group sold out of Aon (AON) in Q4 2023, closing a stake of 670 shares — an estimated $217K sold.

Woodard & Company Asset Management Group first reported a position in AON in Q4 2017 and held it in 17 quarters. The position peaked at $452K in Q4 2019. 1,059 funds tracked by Wall St. Rank hold AON as of Q4 2023.

Woodard & Company Asset Management Group reported no remaining Aon position as of Q4 2023 after selling out during the quarter.
Woodard & Company Asset Management Group sold 670 Aon shares in Q4 2023, an estimated $217K.
Woodard & Company Asset Management Group first reported a position in Aon in Q4 2017 and held it in 17 quarters.
Woodard & Company Asset Management Group's Aon position peaked at $452K in Q4 2019.
1,059 funds tracked by Wall St. Rank held Aon as of Q4 2023.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2023, filed 25 Jan 2024.