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Bridgecreek Investment Management’s Aaon AAON Stock Holding History

Bridgecreek 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
2023
Q4 		$206K Buy
+2,782
New +$172K 0.04% 89
2013
Q4 		– Sell
-2,783
Closed -$33K – 106
2013
Q3 		$33K Sell
2,783
-1
-0% -$11 0.01% 160
2013
Q2 		$27K Buy
+2,784
New +$24.9K 0.01% 148

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 $4.6B AUM 16.08% 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

Bridgecreek Investment Management's AAON Position: Q4 2023 in Review

Bridgecreek Investment Management opened a new position in Aaon (AAON) in Q4 2023: 2,782 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #89 among its holdings. This is a return to the name: Bridgecreek Investment Management previously reported a position in AAON as recently as Q3 2013.

Bridgecreek Investment Management first reported a position in AAON in Q2 2013 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold AAON as of Q4 2023.

  • Bridgecreek Investment Management held 2,782 shares of Aaon worth $206K as of Q4 2023.
  • Aaon was a new Bridgecreek Investment Management position in Q4 2023.
  • Aaon made up 0.04% of Bridgecreek Investment Management's portfolio in Q4 2023, its #89 holding.
  • Bridgecreek Investment Management first reported a position in Aaon in Q2 2013 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Aaon as of Q4 2023.

Based on Bridgecreek Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.