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Harel Insurance Investments & Financial Services’s Aaon AAON Stock Holding History

Harel Insurance Investments & Financial Services’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 		– Sell
-1
Closed – – 590
2023
Q3 		$0 Buy
+1
New +$64 ﹤0.01% 648
2021
Q2 		– Sell
-192
Closed -$30K – 764
2021
Q1 		$30K Sell
192
-50
-21% -$2.45K ﹤0.01% 671
2020
Q4 		$34K Buy
242
+30
+14% +$1.27K ﹤0.01% 629
2020
Q3 		$8K Buy
+212
New +$8.13K ﹤0.01% 570

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
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 $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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

Harel Insurance Investments & Financial Services's AAON Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Aaon (AAON) in Q4 2023, closing a stake of 1 share.

Harel Insurance Investments & Financial Services first reported a position in AAON in Q3 2020 and held it in 4 quarters. The position peaked at $34K in Q4 2020. 302 funds tracked by Wall St. Rank hold AAON as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Aaon position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1 Aaon share in Q4 2023.
  • Harel Insurance Investments & Financial Services first reported a position in Aaon in Q3 2020 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Aaon position peaked at $34K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Aaon as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.