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Colonial River Investments’s Aaon AAON Stock Holding History

Colonial River Investments’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
2025
Q1 		– Sell
-3,613
Closed -$425K – 203
2024
Q4 		$425K Buy
3,613
+249
+7% +$30.5K 0.21% 109
2024
Q3 		$363K Buy
+3,364
New +$307K 0.18% 130

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Colonial River Investments's AAON Position: Q1 2025 in Review

Colonial River Investments sold out of Aaon (AAON) in Q1 2025, closing a stake of 3,613 shares — an estimated $425K sold.

Colonial River Investments first reported a position in AAON in Q3 2024 and held it in 2 quarters. The position peaked at $425K in Q4 2024. 384 funds tracked by Wall St. Rank hold AAON as of Q1 2025.

  • Colonial River Investments reported no remaining Aaon position as of Q1 2025 after selling out during the quarter.
  • Colonial River Investments sold 3,613 Aaon shares in Q1 2025, an estimated $425K.
  • Colonial River Investments first reported a position in Aaon in Q3 2024 and held it in 2 quarters.
  • Colonial River Investments's Aaon position peaked at $425K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Aaon as of Q1 2025.

Based on Colonial River Investments's 13F filing for Q1 2025, filed 25 Apr 2025.