Ladenburg Thalmann Financial Services’s Aaon AAON Stock Holding History

Ladenburg Thalmann 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
2019 Q4	$28K	Sell	851 -15	-2%	-$486	﹤0.01%	3925
2019 Q3	$27K	Sell	866 -51	-6%	-$1.65K	﹤0.01%	3835
2019 Q2	$31K	Buy	917 +2	+0.2%	+$63	﹤0.01%	3778
2019 Q1	$28K	Sell	915 -207	-18%	-$5.44K	﹤0.01%	3787
2018 Q4	$26K	Buy	1,122 +501	+81%	+$12K	﹤0.01%	3700
2018 Q3	$16K	Sell	621 -249	-29%	-$6.39K	﹤0.01%	4028
2018 Q2	$23K	Hold	870	–	–	﹤0.01%	3742
2018 Q1	$23K	Buy	870 +529	+155%	+$12.8K	﹤0.01%	3742
2017 Q4	$8K	Sell	341 -33	-9%	-$774	﹤0.01%	4290
2017 Q3	$9K	Buy	374 +69	+23%	+$1.57K	﹤0.01%	4118
2017 Q2	$7K	Sell	305 -1	-0.3%	-$24	﹤0.01%	4177
2017 Q1	$7K	Sell	306 -113	-27%	-$2.59K	﹤0.01%	4150
2016 Q4	$9K	Buy	419 +84	+25%	+$1.75K	﹤0.01%	3935
2016 Q3	$6K	Buy	335 +62	+23%	+$1.14K	﹤0.01%	4049
2016 Q2	$5K	Buy	+273	New	+$4.93K	﹤0.01%	4099

Other funds holding AAON

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AAON Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Aaon (AAON) stake by 1.7% in Q4 2019, selling an estimated $486 and leaving 851 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #3925.

Ladenburg Thalmann Financial Services first reported a position in AAON in Q2 2016 and has held it in 15 quarters since. The position peaked at $31K in Q2 2019. 166 funds tracked by Wall St. Rank hold AAON as of Q4 2019.

Ladenburg Thalmann Financial Services held 851 shares of Aaon worth $28K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 15 Aaon shares in Q4 2019, an estimated $486.
Aaon made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3925 holding.
Ladenburg Thalmann Financial Services first reported a position in Aaon in Q2 2016 and has held it in 15 quarters since.
Ladenburg Thalmann Financial Services's Aaon position peaked at $31K in Q2 2019.
166 funds tracked by Wall St. Rank held Aaon as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.