YorkBridge Wealth Partners’s Aon AON Stock Holding History

YorkBridge Wealth Partners’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 Q4	$668K	Sell	2,226 -165	-7%	-$48.2K	0.17%	107
2022 Q3	$640K	Buy	2,391 +80	+3%	+$22.6K	0.17%	106
2022 Q2	$623K	Hold	2,311	–	–	0.16%	110
2022 Q1	$753K	Sell	2,311 -15	-0.6%	-$4.36K	0.17%	108
2021 Q4	$699K	Sell	2,326 -150	-6%	-$45K	0.16%	111
2021 Q3	$708K	Sell	2,476 -50	-2%	-$13.4K	0.18%	101
2021 Q2	$603K	Hold	2,526	–	–	0.16%	109
2021 Q1	$581K	Sell	2,526 -160	-6%	-$35.2K	0.17%	105
2020 Q4	$567K	Hold	2,686	–	–	0.19%	95
2020 Q3	$554K	Hold	2,686	–	–	0.23%	86
2020 Q2	$517K	Sell	2,686 -90	-3%	-$16.8K	0.24%	87
2020 Q1	$458K	Hold	2,776	–	–	0.28%	83
2019 Q4	$578K	Sell	2,776 -120	-4%	-$23.8K	0.26%	91
2019 Q3	$561K	Sell	2,896 -22	-0.8%	-$4.25K	0.28%	89
2019 Q2	$563K	Buy	2,918 +952	+48%	+$173K	0.25%	86
2019 Q1	$336K	Buy	1,966 +1,650	+522%	+$268K	0.15%	125
2018 Q4	$46K	Buy	316 +300	+1,875%	+$46.6K	0.02%	338
2018 Q3	$2K	Hold	16	–	–	﹤0.01%	699
2018 Q2	$2K	Buy	+16	New	+$2.25K	﹤0.01%	763

Other funds holding AON

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

YorkBridge Wealth Partners's AON Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Aon (AON) stake by 6.9% in Q4 2022, selling an estimated $48.2K and leaving 2,226 shares worth $668K. The position accounts for 0.17% of the portfolio, ranked #107.

YorkBridge Wealth Partners first reported a position in AON in Q2 2018 and has held it in 19 quarters since. The position peaked at $753K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

YorkBridge Wealth Partners held 2,226 shares of Aon worth $668K as of Q4 2022.
YorkBridge Wealth Partners sold 165 Aon shares in Q4 2022, an estimated $48.2K.
Aon made up 0.17% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #107 holding.
YorkBridge Wealth Partners first reported a position in Aon in Q2 2018 and has held it in 19 quarters since.
YorkBridge Wealth Partners's Aon position peaked at $753K in Q1 2022.
1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.