Zeke Capital Advisors’s Aon AON Stock Holding History

Zeke Capital Advisors’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	$369K	Buy	+1,230	New	+$359K	0.02%	298
2022 Q2	–	Sell	-1,005	Closed	-$327K	–	485
2022 Q1	$327K	Buy	+1,005	New	+$292K	0.02%	343
2018 Q4	–	Sell	-4,469	Closed	-$687K	–	535
2018 Q3	$687K	Hold	4,469	–	–	0.06%	321
2018 Q2	$613K	Hold	4,469	–	–	0.06%	263
2018 Q1	$627K	Buy	4,469 +1,771	+66%	+$248K	0.06%	283
2017 Q4	$362K	Sell	2,698 -1,155	-30%	-$164K	0.04%	357
2017 Q3	$563K	Buy	3,853 +1,128	+41%	+$157K	0.08%	200
2017 Q2	$362K	Buy	2,725 +683	+33%	+$86.4K	0.07%	169
2017 Q1	$242K	Buy	+2,042	New	+$236K	0.05%	219

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

Zeke Capital Advisors's AON Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Aon (AON) in Q4 2022: 1,230 shares worth $369K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in AON as recently as Q1 2022.

Zeke Capital Advisors first reported a position in AON in Q1 2017 and has held it in 9 quarters since. The position peaked at $687K in Q3 2018. 1,029 funds tracked by Wall St. Rank hold AON as of Q4 2022.

Zeke Capital Advisors held 1,230 shares of Aon worth $369K as of Q4 2022.
Aon was a new Zeke Capital Advisors position in Q4 2022.
Aon made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #298 holding.
Zeke Capital Advisors first reported a position in Aon in Q1 2017 and has held it in 9 quarters since.
Zeke Capital Advisors's Aon position peaked at $687K in Q3 2018.
1,029 funds tracked by Wall St. Rank held Aon as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.