O'Neil Global Advisors’s Aaon AAON Stock Holding History

O'Neil Global Advisors’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 Q2	–	Sell	-9,488	Closed	-$612K	–	73
2023 Q1	$612K	Buy	+9,488	New	+$522K	0.32%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

O'Neil Global Advisors's AAON Position: Q2 2023 in Review

O'Neil Global Advisors sold out of Aaon (AAON) in Q2 2023, closing a stake of 9,488 shares — an estimated $612K sold.

O'Neil Global Advisors first reported a position in AAON in Q1 2023 and held it in 1 quarter. The position peaked at $612K in Q1 2023. 303 funds tracked by Wall St. Rank hold AAON as of Q2 2023.

O'Neil Global Advisors reported no remaining Aaon position as of Q2 2023 after selling out during the quarter.
O'Neil Global Advisors sold 9,488 Aaon shares in Q2 2023, an estimated $612K.
O'Neil Global Advisors first reported a position in Aaon in Q1 2023 and held it in 1 quarter.
O'Neil Global Advisors's Aaon position peaked at $612K in Q1 2023.
303 funds tracked by Wall St. Rank held Aaon as of Q2 2023.

Based on O'Neil Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.