Aon PLC Stock Forum

Here's all the changes Warren Buffett and Berkshire Hathaway $BRK.B made during Q3
Positions fully sold:
- Celanese $Celanese Corp(CE.US)$ (Sold 5.36M shares currently worth $674.1M)
- General Motors $General Motors(GM.US)$ (Sold 22M shares currently worth $620.4M)
- Mondelez $Mondelez International(MDLZ.US)$ (Sold 578K shares currently worth $49.5M)
- Johnson & Johnson $$Johnson & Johnson(JNJ.US)$ (Sold 327.1K shares currently worth $48.4M)
- Procter & Gamble $Procter & Gamble(PG.US)$ (So...

US Fund managers with >$100 million in assets report their holdings quarterly to the SEC by filing a 13F.
Here's Buffett's recent activity:
$Berkshire Hathaway 13F(BK2999.US)$$Berkshire Hathaway-A(BRK.A.US)$$Berkshire Hathaway-B(BRK.B.US)$$Coca-Cola(KO.US)$$Occidental Petroleum(OXY.US)$$HP Inc(HPQ.US)$$Bank of America(BAC.US)$$Markel Group(MKL.US)$$Citigroup(C.US)$$Paramount Global-B(PARA.US)$$Capital One Financial(COF.US)$$Diageo(DEO.US)$$Vitesse Energy(VTS.US)$$Amazon(AMZN.US)$$Aon PLC(AON.US)$$Ally Financial(ALLY.US)$$动视暴雪(ATVI.US)$$Celanese Corp(CE.US)$$Chevron(CVX.US)$$McKesson(MCK.US)$$General Motors(GM.US)$$Bank of New York Mellon(BK.US)$$Restoration Hardware(RH.US)$$Taiwan Semiconductor(TSM.US)$$U.S. Bancorp(USB.US)$

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$Allegra Medical Technologies Ltd(AMT.AU)$$Meta Platforms(META.US)$$Microsoft(MSFT.US)$$PayPal(PYPL.US)$$Visa(V.US)$$Vertex Pharmaceuticals(VRTX.US)$$Apple(AAPL.US)$$Accenture(ACN.US)$$Adobe(ADBE.US)$$Aon PLC(AON.US)$$Air Products & Chemicals(APD.US)$$Charter Communications(CHTR.US)$$CME Group(CME.US)$$Cisco(CSCO.US)$$Chevron(CVX.US)$

Buffett announced his position in the first quarter.
In the first quarter, Buffett increased his holdings of $Apple(AAPL.US)$, $Occidental Petroleum(OXY.US)$, $HP Inc(HPQ.US)$, $Paramount Global-B(PARA.US)$, and $Markel Group(MKL.US)$.
The stocks underweight are $Chevron(CVX.US)$（-18%）, $Activision Blizzard(ATVI.US)$（-6%）, $General Motors(GM.US)$（-20%）, $Aon PLC(AON.US)$, $Amazon(AMZN.US)$, $Celanese Corp(CE.US)$, $McKesson(MCK.US)$, $Ally Financial(ALLY.US)$.
The newly added stocks are $Capital One Financial(COF.US)$, ...

Upgrades
•$BLACKSTONE SECD LENDING FD(BXSL.US)$ : Compass Point Upgrades to Buy from Neutral - PT $25.50 (from $26.25)
•$DCP Midstream(DCP.US)$ : RBC Upgrades to Outperform from Sector Perform - PT $40 (from $37)
•$Herbalife(HLF.US)$ : Jefferies Upgrades to Buy from Hold - PT $26
•$JPMorgan(JPM.US)$ : Citigroup Upgrades to Buy from Neutral - PT $135 (from $145)
•$Knight-Swift Transportation(KNX.US)$ : Evercore ISI Upgrades to Ou...

Gainers:
• $Okta(OKTA.US)$ +15.8% (In reaction to earnings)
• $StoneCo(STNE.US)$ +12.9% (In reaction to earnings)
• $Turning Point Therapeutics(TPTX.US)$ +116.8% (Bristol Myers Squibb (BMY) will acquire Turning Point Therapeutics for $76,00 per share; expected to be accretive to Non-GAAP earnings per share beginningin2025)
• $Amylyx Pharmaceuticals(AMLX.US)$ +24.9% (receives PDUFA date extension for AMX0035; scheduled for September ...

Upgrades
• $Ciena(CIEN.US)$: B.Riley Upgrades to Buy from Neutral - PT $67 (from $65)
• $Ecolab(ECL.US)$: Credit Suisse Upgrades to Outperform from Neutral - PT $195 (from $180)
• $Hersha Hospitality Trust(HT.US)$: Jefferies Upgrades to Buy from Neutral - PT $13 (from $11)
• $Martin Marietta Materials(MLM.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $410 (from $420)
• $Portland General Electric(POR.US)$: Goldman Sachs Upgrades to Buy from Neutral - P...