Number of Shares
569.00
Current Holdings Value*
$201,880.00
% of Portfolio
5.09%
Total Estimate Gain
$14,397.15
% of Total Estimate Gain
7.64%

Polen Growth & Income Fund's Aon PLC Holding Summary

As of 2025-04-30, Polen Growth & Income Fund held 569.00 shares of Aon PLC(AON), totaling $201,880.00. This investment constitutes 5.09% of their stock portfolio, and Polen Growth & Income Fund now holds 0% of the outstanding Aon PLC(AON) stock.

The initial trade took place in 2023Q4. And since then Polen Growth & Income Fund has made 2 purchases of AON, at an average price of $331.31, for a total of 569.00 shares. Based on historical transaction data and AON's current price of $356.61, Polen Growth & Income Fund's estimated gain on his AON holdings is $14,397.15, reflecting a 7.64% gain to date.

Polen Growth & Income Fund AON ($356.61) Holding Chart

Polen Growth & Income Fund AON ($356.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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