OCA
AAON icon

Otter Creek Advisors’s Aaon AAON Stock Holding History

Otter Creek 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
2021
Q2 		– Sell
-73,500
Closed -$3.43M – 44
2021
Q1 		$3.43M Buy
73,500
+13,800
+23% +$677K 2.26% 22
2020
Q4 		$2.65M Sell
59,700
-15,300
-20% -$647K 2.11% 20
2020
Q3 		$3.01M Buy
+75,000
New +$2.87M 2.67% 16
2020
Q1 		– Sell
-67,500
Closed -$2.22M – 48
2019
Q4 		$2.22M Buy
67,500
+14,400
+27% +$467K 1.1% 38
2019
Q3 		$1.63M Buy
+53,100
New +$1.71M 0.9% 44

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return