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Moody Aldrich Partners’s Aaon AAON Stock Holding History

Moody Aldrich 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
Q4 		– Sell
-36,586
Closed -$2.08M – 196
2023
Q3 		$2.08M Buy
36,586
+1,325
+4% +$84.2K 0.39% 88
2023
Q2 		$2.23M Sell
35,261
-32,026
-48% -$2.03M 0.43% 89
2023
Q1 		$4.34M Sell
67,287
-2,580
-4% -$142K 0.88% 48
2022
Q4 		$3.51M Sell
69,867
-34,623
-33% -$1.62M 0.71% 62
2022
Q3 		$3.75M Sell
104,490
-177
-0.2% -$6.82K 0.77% 60
2022
Q2 		$3.82M Buy
+104,667
New +$3.66M 0.75% 59
2018
Q2 		– Sell
-40,817
Closed -$1.06M – 96
2018
Q1 		$1.06M Buy
40,817
+9,626
+31% +$234K 0.68% 71
2017
Q4 		$763K Buy
31,191
+6,505
+26% +$153K 0.62% 74
2017
Q3 		$567K Buy
24,686
+3,258
+15% +$74K 0.58% 74
2017
Q2 		$526K Buy
21,428
+5,888
+38% +$142K 0.66% 72
2017
Q1 		$366K Sell
15,540
-30,510
-66% -$700K 0.63% 74
2016
Q4 		$1.01M Sell
46,050
-58,883
-56% -$1.23M 0.65% 69
2016
Q3 		$2.02M Buy
104,933
+10,845
+12% +$199K 1.4% 21
2016
Q2 		$1.73M Buy
+94,088
New +$1.7M 1.43% 21

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moody Aldrich Partners's AAON Position: Q4 2023 in Review

Moody Aldrich Partners sold out of Aaon (AAON) in Q4 2023, closing a stake of 36,586 shares — an estimated $2.08M sold.

Moody Aldrich Partners first reported a position in AAON in Q2 2016 and held it in 14 quarters. The position peaked at $4.34M in Q1 2023. 302 funds tracked by Wall St. Rank hold AAON as of Q4 2023.

  • Moody Aldrich Partners reported no remaining Aaon position as of Q4 2023 after selling out during the quarter.
  • Moody Aldrich Partners sold 36,586 Aaon shares in Q4 2023, an estimated $2.08M.
  • Moody Aldrich Partners first reported a position in Aaon in Q2 2016 and held it in 14 quarters.
  • Moody Aldrich Partners's Aaon position peaked at $4.34M in Q1 2023.
  • 302 funds tracked by Wall St. Rank held Aaon as of Q4 2023.

Based on Moody Aldrich Partners's 13F filing for Q4 2023, filed 26 Jan 2024.