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Disciplined Investments’s Aaon AAON Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-11
Closed -$664 – 110
2023
Q2 		$664 Sell
11
-3
-21% -$190 ﹤0.01% 1125
2023
Q1 		$870 Buy
14
+2
+17% +$110 ﹤0.01% 1021
2022
Q4 		$603 Sell
12
-2
-14% -$93 ﹤0.01% 1118
2022
Q3 		$0 Buy
14
+3
+27% +$116 ﹤0.01% 1189
2022
Q2 		$0 Buy
11
+2
+22% +$70 ﹤0.01% 1221
2022
Q1 		$0 Buy
+9
New +$367 ﹤0.01% 1305

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's AAON Position: Q3 2023 in Review

Disciplined Investments sold out of Aaon (AAON) in Q3 2023, closing a stake of 11 shares — an estimated $664 sold.

Disciplined Investments first reported a position in AAON in Q1 2022 and held it in 6 quarters. The position peaked at $870 in Q1 2023. 291 funds tracked by Wall St. Rank hold AAON as of Q3 2023.

  • Disciplined Investments reported no remaining Aaon position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Aaon shares in Q3 2023, an estimated $664.
  • Disciplined Investments first reported a position in Aaon in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Aaon position peaked at $870 in Q1 2023.
  • 291 funds tracked by Wall St. Rank held Aaon as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.