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FORA Capital’s Aaon AAON Stock Holding History

FORA Capital’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
-4,662
Closed -$295K – 438
2023
Q2 		$295K Buy
+4,662
New +$295K 0.04% 282
2023
Q1 		– Sell
-6,110
Closed -$307K – 495
2022
Q4 		$307K Buy
+6,110
New +$285K 0.05% 356
2021
Q1 		– Sell
-2,105
Closed -$93K – 730
2020
Q4 		$93K Buy
+2,105
New +$89K 0.01% 686

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

FORA Capital's AAON Position: Q3 2023 in Review

FORA Capital sold out of Aaon (AAON) in Q3 2023, closing a stake of 4,662 shares — an estimated $295K sold.

FORA Capital first reported a position in AAON in Q4 2020 and held it in 3 quarters. The position peaked at $307K in Q4 2022. 291 funds tracked by Wall St. Rank hold AAON as of Q3 2023.

  • FORA Capital reported no remaining Aaon position as of Q3 2023 after selling out during the quarter.
  • FORA Capital sold 4,662 Aaon shares in Q3 2023, an estimated $295K.
  • FORA Capital first reported a position in Aaon in Q4 2020 and held it in 3 quarters.
  • FORA Capital's Aaon position peaked at $307K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held Aaon as of Q3 2023.

Based on FORA Capital's 13F filing for Q3 2023, filed 13 Nov 2023.