Advisor Group’s Aaon AAON Stock Holding History

Advisor Group’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
2019 Q4	$174K	Buy	5,259 +37	+0.7%	+$1.2K	﹤0.01%	2506
2019 Q3	$159K	Sell	5,222 -2,133	-29%	-$68.8K	﹤0.01%	2501
2019 Q2	$246K	Buy	7,355 +332	+5%	+$10.5K	﹤0.01%	2144
2019 Q1	$216K	Sell	7,023 -1,430	-17%	-$37.6K	﹤0.01%	2221
2018 Q4	$198K	Buy	8,453 +4,128	+95%	+$99.1K	﹤0.01%	2094
2018 Q3	$109K	Buy	4,325 +2,333	+117%	+$59.8K	﹤0.01%	2694
2018 Q2	$44K	Buy	1,992 +570	+40%	+$12.5K	﹤0.01%	3195
2018 Q1	$37K	Buy	1,422 +487	+52%	+$11.8K	﹤0.01%	3288
2017 Q4	$23K	Buy	935 +344	+58%	+$8.07K	﹤0.01%	3613
2017 Q3	$14K	Hold	591	–	–	﹤0.01%	3760
2017 Q2	$15K	Hold	591	–	–	﹤0.01%	3674
2017 Q1	$14K	Hold	591	–	–	﹤0.01%	3578
2016 Q4	$13K	Hold	591	–	–	﹤0.01%	3480
2016 Q3	$11K	Sell	591 -282	-32%	-$5.19K	﹤0.01%	3494
2016 Q2	$16K	Buy	+873	New	+$15.8K	﹤0.01%	3196

Other funds holding AAON

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

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advisor Group's AAON Position: Q4 2019 in Review

Advisor Group increased its Aaon (AAON) stake by 0.71% in Q4 2019, buying an estimated $1.2K and bringing the position to 5,259 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

Advisor Group first reported a position in AAON in Q2 2016 and has held it in 15 quarters since. The position peaked at $246K in Q2 2019. 166 funds tracked by Wall St. Rank hold AAON as of Q4 2019.

Advisor Group held 5,259 shares of Aaon worth $174K as of Q4 2019.
Advisor Group bought 37 Aaon shares in Q4 2019, an estimated $1.2K.
Aaon made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2506 holding.
Advisor Group first reported a position in Aaon in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Aaon position peaked at $246K in Q2 2019.
166 funds tracked by Wall St. Rank held Aaon as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.