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Aperio Group’s Aaon AAON Stock Holding History

Aperio 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
2020
Q4 		$1.08M Buy
24,215
+344
+1% +$14.5K ﹤0.01% 1556
2020
Q3 		$959K Buy
23,871
+1,552
+7% +$59.5K ﹤0.01% 1459
2020
Q2 		$808K Buy
22,319
+362
+2% +$12.2K ﹤0.01% 1514
2020
Q1 		$707K Buy
21,957
+2,586
+13% +$90.1K ﹤0.01% 1461
2019
Q4 		$638K Buy
19,371
+1,090
+6% +$35.3K ﹤0.01% 1671
2019
Q3 		$560K Buy
18,281
+1,164
+7% +$37.6K ﹤0.01% 1695
2019
Q2 		$573K Buy
17,117
+470
+3% +$14.9K ﹤0.01% 1707
2019
Q1 		$513K Sell
16,647
-738
-4% -$19.4K ﹤0.01% 1738
2018
Q4 		$406K Sell
17,385
-9,786
-36% -$235K ﹤0.01% 1803
2018
Q3 		$685K Sell
27,171
-17
-0.1% -$436 ﹤0.01% 1613
2018
Q2 		$603K Sell
27,188
-673
-2% -$14.8K ﹤0.01% 1657
2018
Q1 		$724K Buy
27,861
+969
+4% +$23.5K ﹤0.01% 1507
2017
Q4 		$658K Buy
26,892
+118
+0.4% +$2.77K ﹤0.01% 1569
2017
Q3 		$615K Sell
26,774
-136
-0.5% -$3.09K ﹤0.01% 1562
2017
Q2 		$661K Buy
26,910
+796
+3% +$19.3K ﹤0.01% 1480
2017
Q1 		$615K Sell
26,114
-1,353
-5% -$31K ﹤0.01% 1431
2016
Q4 		$605K Buy
27,467
+4,035
+17% +$84.2K ﹤0.01% 1402
2016
Q3 		$450K Buy
23,432
+1,901
+9% +$35K ﹤0.01% 1505
2016
Q2 		$395K Buy
21,531
+1,224
+6% +$22.1K ﹤0.01% 1512
2016
Q1 		$379K Sell
20,307
-1,338
-6% -$20.5K ﹤0.01% 1510
2015
Q4 		$335K Buy
21,645
+2,149
+11% +$32.6K ﹤0.01% 1548
2015
Q3 		$252K Sell
19,496
-1,269
-6% -$18.2K ﹤0.01% 1651
2015
Q2 		$312K Buy
20,765
+1,128
+6% +$17.9K ﹤0.01% 1605
2015
Q1 		$321K Buy
19,637
+2,442
+14% +$36.9K ﹤0.01% 1529
2014
Q4 		$257K Buy
+17,195
New +$230K ﹤0.01% 1606

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $6.8B AUM 26.96% 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

Aperio Group's AAON Position: Q4 2020 in Review

Aperio Group increased its Aaon (AAON) stake by 1.4% in Q4 2020, buying an estimated $14.5K and bringing the position to 24,215 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Aperio Group first reported a position in AAON in Q4 2014 and has held it in 25 quarters since. 202 funds tracked by Wall St. Rank hold AAON as of Q4 2020.

  • Aperio Group held 24,215 shares of Aaon worth $1.08M as of Q4 2020.
  • Aperio Group bought 344 Aaon shares in Q4 2020, an estimated $14.5K.
  • Aaon made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1556 holding.
  • Aperio Group first reported a position in Aaon in Q4 2014 and has held it in 25 quarters since.
  • 202 funds tracked by Wall St. Rank held Aaon as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.