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Anchor Investment Management’s Aaon AAON Stock Holding History

Anchor Investment Management’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
2020
Q2 		– Sell
-263
Closed -$8.46K – 882
2020
Q1 		$8.46K Hold
263
– – ﹤0.01% 643
2019
Q4 		$8.65K Hold
263
– – ﹤0.01% 664
2019
Q3 		$8.04K Hold
263
– – ﹤0.01% 661
2019
Q2 		$8.78K Hold
263
– – ﹤0.01% 643
2019
Q1 		$8.08K Sell
263
-675
-72% -$17.7K ﹤0.01% 647
2018
Q4 		$21.9K Hold
938
– – 0.01% 535
2018
Q3 		$23.6K Hold
938
– – 0.01% 554
2018
Q2 		$20.8K Sell
938
-862
-48% -$19K 0.01% 579
2018
Q1 		$46.8K Hold
1,800
– – 0.01% 484
2017
Q4 		$44K Hold
1,800
– – 0.01% 486
2017
Q3 		$41.4K Hold
1,800
– – 0.01% 480
2017
Q2 		$44.2K Buy
1,800
+150
+9% +$3.63K 0.01% 415
2017
Q1 		$38.9K Hold
1,650
– – 0.01% 419
2016
Q4 		$36.4K Hold
1,650
– – 0.01% 408
2016
Q3 		$31.7K Buy
+1,650
New +$30.3K 0.01% 398

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Anchor Investment Management's AAON Position: Q2 2020 in Review

Anchor Investment Management sold out of Aaon (AAON) in Q2 2020, closing a stake of 263 shares — an estimated $8.46K sold.

Anchor Investment Management first reported a position in AAON in Q3 2016 and held it in 15 quarters. The position peaked at $46.8K in Q1 2018. 194 funds tracked by Wall St. Rank hold AAON as of Q2 2020.

  • Anchor Investment Management reported no remaining Aaon position as of Q2 2020 after selling out during the quarter.
  • Anchor Investment Management sold 263 Aaon shares in Q2 2020, an estimated $8.46K.
  • Anchor Investment Management first reported a position in Aaon in Q3 2016 and held it in 15 quarters.
  • Anchor Investment Management's Aaon position peaked at $46.8K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held Aaon as of Q2 2020.

Based on Anchor Investment Management's 13F filing for Q2 2020, filed 2 Jan 2024.