Yorktown Management & Research Company’s Aon AON Stock Holding History

Yorktown Management & Research Company’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
2018 Q1	–	Sell	-2,300	Closed	-$308K	–	373
2017 Q4	$308K	Hold	2,300	–	–	0.09%	271
2017 Q3	$336K	Hold	2,300	–	–	0.09%	190
2017 Q2	$306K	Hold	2,300	–	–	0.1%	147
2017 Q1	$273K	Hold	2,300	–	–	0.07%	206
2016 Q4	$257K	Sell	2,300 -1,100	-32%	-$123K	0.07%	227
2016 Q3	$382K	Hold	3,400	–	–	0.08%	99
2016 Q2	$371K	Hold	3,400	–	–	0.08%	117
2016 Q1	$355K	Hold	3,400	–	–	0.07%	160
2015 Q4	$314K	Hold	3,400	–	–	0.06%	229
2015 Q3	$301K	Hold	3,400	–	–	0.05%	240
2015 Q2	$339K	Hold	3,400	–	–	0.06%	186
2015 Q1	$327K	Hold	3,400	–	–	0.06%	182
2014 Q4	$322K	Hold	3,400	–	–	0.07%	137
2014 Q3	$298K	Hold	3,400	–	–	0.06%	168
2014 Q2	$306K	Hold	3,400	–	–	0.06%	191
2014 Q1	$287K	Hold	3,400	–	–	0.05%	218
2013 Q4	$285K	Hold	3,400	–	–	0.06%	218
2013 Q3	$253K	Hold	3,400	–	–	0.05%	233
2013 Q2	$219K	Buy	+3,400	New	+$215K	0.05%	258

Other funds holding AON

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Yorktown Management & Research Company's AON Position: Q1 2018 in Review

Yorktown Management & Research Company sold out of Aon (AON) in Q1 2018, closing a stake of 2,300 shares — an estimated $308K sold.

Yorktown Management & Research Company first reported a position in AON in Q2 2013 and held it in 19 quarters. The position peaked at $382K in Q3 2016. 634 funds tracked by Wall St. Rank hold AON as of Q1 2018.

Yorktown Management & Research Company reported no remaining Aon position as of Q1 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 2,300 Aon shares in Q1 2018, an estimated $308K.
Yorktown Management & Research Company first reported a position in Aon in Q2 2013 and held it in 19 quarters.
Yorktown Management & Research Company's Aon position peaked at $382K in Q3 2016.
634 funds tracked by Wall St. Rank held Aon as of Q1 2018.

Based on Yorktown Management & Research Company's 13F filing for Q1 2018, filed 11 May 2018.