Lee Financial’s Aaon AAON Stock Holding History

Lee Financial’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
2022 Q1	–	Sell	-21	Closed	-$1K	–	747
2021 Q4	$1K	Buy	+21	New	+$1.05K	﹤0.01%	805

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

Lee Financial's AAON Position: Q1 2022 in Review

Lee Financial sold out of Aaon (AAON) in Q1 2022, closing a stake of 21 shares — an estimated $1K sold.

Lee Financial first reported a position in AAON in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 205 funds tracked by Wall St. Rank hold AAON as of Q1 2022.

Lee Financial reported no remaining Aaon position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 21 Aaon shares in Q1 2022, an estimated $1K.
Lee Financial first reported a position in Aaon in Q4 2021 and held it in 1 quarter.
Lee Financial's Aaon position peaked at $1K in Q4 2021.
205 funds tracked by Wall St. Rank held Aaon as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.