Bartlett & Co’s Aaon AAON Stock Holding History

Bartlett & Co’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
2021 Q1	–	Sell	-45	Closed	-$2K	–	1051
2020 Q4	$2K	Buy	+45	New	+$1.9K	﹤0.01%	887

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

CCA

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

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

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

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

Bartlett & Co's AAON Position: Q1 2021 in Review

Bartlett & Co sold out of Aaon (AAON) in Q1 2021, closing a stake of 45 shares — an estimated $2K sold.

Bartlett & Co first reported a position in AAON in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 210 funds tracked by Wall St. Rank hold AAON as of Q1 2021.

Bartlett & Co reported no remaining Aaon position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 45 Aaon shares in Q1 2021, an estimated $2K.
Bartlett & Co first reported a position in Aaon in Q4 2020 and held it in 1 quarter.
Bartlett & Co's Aaon position peaked at $2K in Q4 2020.
210 funds tracked by Wall St. Rank held Aaon as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.