KB Financial Partners’s Aaon AAON Stock Holding History

KB Financial Partners’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	$2K	Sell	34 -1	-3%	-$64	﹤0.01%	480
2023 Q2	$2K	Hold	35	–	–	﹤0.01%	502
2023 Q1	$2K	Sell	35 -15	-30%	-$825	﹤0.01%	487
2022 Q4	$2K	Sell	50 -21	-30%	-$980	﹤0.01%	489
2022 Q3	$3K	Hold	71	–	–	﹤0.01%	451
2022 Q2	$3K	Sell	71 -43	-38%	-$1.51K	﹤0.01%	447
2022 Q1	$4K	Hold	114	–	–	﹤0.01%	475
2021 Q4	$6K	Buy	+114	New	+$5.7K	﹤0.01%	482
2021 Q3	–	Sell	-114	Closed	-$5K	–	162
2021 Q2	$5K	Sell	114 -29	-20%	-$1.28K	﹤0.01%	472
2021 Q1	$7K	Buy	+143	New	+$7.02K	﹤0.01%	469

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KB Financial Partners's AAON Position: Q3 2023 in Review

KB Financial Partners reduced its Aaon (AAON) stake by 2.9% in Q3 2023, selling an estimated $64 and leaving 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

KB Financial Partners first reported a position in AAON in Q1 2021 and has held it in 10 quarters since. The position peaked at $7K in Q1 2021. 291 funds tracked by Wall St. Rank hold AAON as of Q3 2023.

KB Financial Partners held 34 shares of Aaon worth $2K as of Q3 2023.
KB Financial Partners sold 1 Aaon share in Q3 2023, an estimated $64.
Aaon made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #480 holding.
KB Financial Partners first reported a position in Aaon in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Aaon position peaked at $7K in Q1 2021.
291 funds tracked by Wall St. Rank held Aaon as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.