Addison Advisors’s Aaon AAON Stock Holding History

Addison Advisors’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-468	Closed	-$17K	–	786
2022 Q3	$17K	Buy	+468	New	+$18K	0.01%	368

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Addison Advisors's AAON Position: Q4 2022 in Review

Addison Advisors sold out of Aaon (AAON) in Q4 2022, closing a stake of 468 shares — an estimated $17K sold.

Addison Advisors first reported a position in AAON in Q3 2022 and held it in 1 quarter. The position peaked at $17K in Q3 2022. 253 funds tracked by Wall St. Rank hold AAON as of Q4 2022.

Addison Advisors reported no remaining Aaon position as of Q4 2022 after selling out during the quarter.
Addison Advisors sold 468 Aaon shares in Q4 2022, an estimated $17K.
Addison Advisors first reported a position in Aaon in Q3 2022 and held it in 1 quarter.
Addison Advisors's Aaon position peaked at $17K in Q3 2022.
253 funds tracked by Wall St. Rank held Aaon as of Q4 2022.

Based on Addison Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.