Ownership history in Core Alternative Capital Β· 15 quarters on record
This page tracks every 13F SEC filing in which Core Alternative Capital reported a position in AON PLC (AON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Core Alternative Capital underperformed the S&P 500 by β8.2% annually on this AON position. Timing score: 57% (4/7 decisions correct). Average cost basis: $308.86. Maximum drawdown during holding period: β17.4%.
β Significantly underperformed the S&P 500 by 8.2% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $261.56 (2022 Q3) Β· Worst: $316.79 (2022 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 2 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size