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Hillsdale Investment Management’s Aaon AAON Stock Holding History

Hillsdale 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
2024
Q2 		– Sell
-80
Closed -$7.05K – 575
2024
Q1 		$7.05K Sell
80
-10
-11% -$784 ﹤0.01% 501
2023
Q4 		$6.65K Sell
90
-10
-10% -$617 ﹤0.01% 480
2023
Q3 		$5.69K Buy
100
+40
+67% +$2.54K ﹤0.01% 483
2023
Q2 		$3.79K Sell
60
-13,890
-100% -$879K ﹤0.01% 478
2023
Q1 		$899K Buy
13,950
+450
+3% +$24.7K 0.08% 185
2022
Q4 		$678K Sell
13,500
-1,950
-13% -$91K 0.06% 256
2022
Q3 		$555K Sell
15,450
-4,500
-23% -$173K 0.05% 300
2022
Q2 		$728K Buy
+19,950
New +$699K 0.06% 238
2020
Q4 		– Sell
-22,800
Closed -$916K – 578
2020
Q3 		$916K Buy
22,800
+1,350
+6% +$51.7K 0.09% 199
2020
Q2 		$776K Buy
21,450
+3,000
+16% +$101K 0.07% 232
2020
Q1 		$594K Buy
+18,450
New +$643K 0.07% 258
2016
Q3 		– Sell
-19,650
Closed -$360K – 494
2016
Q2 		$360K Buy
+19,650
New +$355K 0.11% 204
2014
Q4 		– Sell
-3,000
Closed -$34K – 543
2014
Q3 		$34K Buy
+3,000
New +$39.1K 0.01% 449

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hillsdale Investment Management's AAON Position: Q2 2024 in Review

Hillsdale Investment Management sold out of Aaon (AAON) in Q2 2024, closing a stake of 80 shares — an estimated $7.05K sold.

Hillsdale Investment Management first reported a position in AAON in Q3 2014 and held it in 13 quarters. The position peaked at $916K in Q3 2020. 361 funds tracked by Wall St. Rank hold AAON as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Aaon position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 80 Aaon shares in Q2 2024, an estimated $7.05K.
  • Hillsdale Investment Management first reported a position in Aaon in Q3 2014 and held it in 13 quarters.
  • Hillsdale Investment Management's Aaon position peaked at $916K in Q3 2020.
  • 361 funds tracked by Wall St. Rank held Aaon as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.