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Worth Asset Management’s Aon AON Stock Holding History

Worth 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
Q3 		– Sell
-62
Closed -$21.4K – 111
2023
Q2 		$21.4K Hold
62
– – 0.02% 238
2023
Q1 		$19.5K Hold
62
– – 0.01% 270
2022
Q4 		$18.6K Hold
62
– – 0.01% 263
2022
Q3 		$17K Hold
62
– – 0.01% 229
2022
Q2 		$17K Hold
62
– – 0.01% 310
2022
Q1 		$17K Buy
+62
New +$18K 0.01% 316

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
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
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

Worth Asset Management's AON Position: Q3 2023 in Review

Worth Asset Management sold out of Aon (AON) in Q3 2023, closing a stake of 62 shares — an estimated $21.4K sold.

Worth Asset Management first reported a position in AON in Q1 2022 and held it in 6 quarters. The position peaked at $21.4K in Q2 2023. 1,041 funds tracked by Wall St. Rank hold AON as of Q3 2023.

  • Worth Asset Management reported no remaining Aon position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 62 Aon shares in Q3 2023, an estimated $21.4K.
  • Worth Asset Management first reported a position in Aon in Q1 2022 and held it in 6 quarters.
  • Worth Asset Management's Aon position peaked at $21.4K in Q2 2023.
  • 1,041 funds tracked by Wall St. Rank held Aon as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.