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Essex Investment Management’s Aaon AAON Stock Holding History

Essex 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
Q2 		– Sell
-2,372
Closed -$153K – 371
2023
Q1 		$153K Sell
2,372
-880
-27% -$48.4K 0.02% 285
2022
Q4 		$163K Hold
3,252
– – 0.03% 280
2022
Q3 		$117K Hold
3,252
– – 0.02% 290
2022
Q2 		$119K Buy
+3,252
New +$114K 0.02% 305

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Investment Management's AAON Position: Q2 2023 in Review

Essex Investment Management sold out of Aaon (AAON) in Q2 2023, closing a stake of 2,372 shares — an estimated $153K sold.

Essex Investment Management first reported a position in AAON in Q2 2022 and held it in 4 quarters. The position peaked at $163K in Q4 2022. 303 funds tracked by Wall St. Rank hold AAON as of Q2 2023.

  • Essex Investment Management reported no remaining Aaon position as of Q2 2023 after selling out during the quarter.
  • Essex Investment Management sold 2,372 Aaon shares in Q2 2023, an estimated $153K.
  • Essex Investment Management first reported a position in Aaon in Q2 2022 and held it in 4 quarters.
  • Essex Investment Management's Aaon position peaked at $163K in Q4 2022.
  • 303 funds tracked by Wall St. Rank held Aaon as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.