Mackenzie Financial
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Mackenzie Financial’s Aaon AAON Stock Holding History

Mackenzie 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
2024
Q3 		– Sell
-3,952
Closed -$345K – 1576
2024
Q2 		$345K Buy
3,952
+43
+1% +$3.51K ﹤0.01% 1113
2024
Q1 		$344K Sell
3,909
-62
-2% -$4.86K ﹤0.01% 1120
2023
Q4 		$293K Hold
3,971
– – ﹤0.01% 1160
2023
Q3 		$220K Sell
3,971
-112
-3% -$7.12K ﹤0.01% 1247
2023
Q2 		$261K Hold
4,083
– – ﹤0.01% 1220
2023
Q1 		$263K Hold
4,083
– – ﹤0.01% 1238
2022
Q4 		$205K Buy
+4,083
New +$191K ﹤0.01% 1242
2019
Q3 		– Sell
-19,950
Closed -$667K – 998
2019
Q2 		$667K Buy
+19,950
New +$633K ﹤0.01% 817
2017
Q2 		– Sell
-34,482
Closed -$813K – 617
2017
Q1 		$813K Buy
+34,482
New +$791K ﹤0.01% 476

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 $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Mackenzie Financial's AAON Position: Q3 2024 in Review

Mackenzie Financial sold out of Aaon (AAON) in Q3 2024, closing a stake of 3,952 shares — an estimated $345K sold.

Mackenzie Financial first reported a position in AAON in Q1 2017 and held it in 9 quarters. The position peaked at $813K in Q1 2017. 381 funds tracked by Wall St. Rank hold AAON as of Q3 2024.

  • Mackenzie Financial reported no remaining Aaon position as of Q3 2024 after selling out during the quarter.
  • Mackenzie Financial sold 3,952 Aaon shares in Q3 2024, an estimated $345K.
  • Mackenzie Financial first reported a position in Aaon in Q1 2017 and held it in 9 quarters.
  • Mackenzie Financial's Aaon position peaked at $813K in Q1 2017.
  • 381 funds tracked by Wall St. Rank held Aaon as of Q3 2024.

Based on Mackenzie Financial's 13F filing for Q3 2024, filed 13 Nov 2024.