AR
AAON icon

Advisory Research’s Aaon AAON Stock Holding History

Advisory Research’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
2023
Q4 		– Sell
-16,552
Closed -$941K – 332
2023
Q3 		$941K Sell
16,552
-12,580
-43% -$799K 0.13% 199
2023
Q2 		$1.84M Buy
29,132
+10,697
+58% +$677K 0.24% 114
2023
Q1 		$1.19M Buy
18,435
+10,566
+134% +$581K 0.2% 125
2022
Q4 		$395K Buy
+7,869
New +$367K 0.04% 272

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Research's AAON Position: Q4 2023 in Review

Advisory Research sold out of Aaon (AAON) in Q4 2023, closing a stake of 16,552 shares — an estimated $941K sold.

Advisory Research first reported a position in AAON in Q4 2022 and held it in 4 quarters. The position peaked at $1.84M in Q2 2023. 302 funds tracked by Wall St. Rank hold AAON as of Q4 2023.

  • Advisory Research reported no remaining Aaon position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 16,552 Aaon shares in Q4 2023, an estimated $941K.
  • Advisory Research first reported a position in Aaon in Q4 2022 and held it in 4 quarters.
  • Advisory Research's Aaon position peaked at $1.84M in Q2 2023.
  • 302 funds tracked by Wall St. Rank held Aaon as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.