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Jefferies Financial Group’s Aaon AAON Stock Holding History

Jefferies Financial Group’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
Q4 		– Sell
-2,775
Closed -$299K – 1549
2024
Q3 		$299K Buy
+2,775
New +$254K ﹤0.01% 1115
2023
Q4 		– Sell
-3,886
Closed -$221K – 1643
2023
Q3 		$221K Buy
+3,886
New +$247K ﹤0.01% 1317
2023
Q2 		– Sell
-4,103
Closed -$264K – 1619
2023
Q1 		$264K Buy
+4,103
New +$226K ﹤0.01% 1271

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jefferies Financial Group's AAON Position: Q4 2024 in Review

Jefferies Financial Group sold out of Aaon (AAON) in Q4 2024, closing a stake of 2,775 shares — an estimated $299K sold.

Jefferies Financial Group first reported a position in AAON in Q1 2023 and held it in 3 quarters. The position peaked at $299K in Q3 2024. 422 funds tracked by Wall St. Rank hold AAON as of Q4 2024.

  • Jefferies Financial Group reported no remaining Aaon position as of Q4 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 2,775 Aaon shares in Q4 2024, an estimated $299K.
  • Jefferies Financial Group first reported a position in Aaon in Q1 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Aaon position peaked at $299K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Aaon as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.