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Paloma Partners’s Aaon AAON Stock Holding History

Paloma 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
2024
Q3 		– Sell
-47,800
Closed -$4.17M – 1099
2024
Q2 		$4.17M Buy
+47,800
New +$3.9M 0.12% 165
2022
Q1 		– Sell
-5,229
Closed -$277K – 1713
2021
Q4 		$277K Buy
+5,229
New +$261K ﹤0.01% 1446
2021
Q3 		– Sell
-14,139
Closed -$590K – 1000
2021
Q2 		$590K Buy
+14,139
New +$623K 0.01% 917
2020
Q4 		– Sell
-5,730
Closed -$230K – 1579
2020
Q3 		$230K Sell
5,730
-624
-10% -$23.9K 0.01% 1669
2020
Q2 		$230K Buy
+6,354
New +$214K ﹤0.01% 1618
2015
Q3 		– Sell
-19,265
Closed -$289K – 1572
2015
Q2 		$289K Buy
+19,265
New +$305K 0.01% 1351

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

Paloma Partners's AAON Position: Q3 2024 in Review

Paloma Partners sold out of Aaon (AAON) in Q3 2024, closing a stake of 47,800 shares — an estimated $4.17M sold.

Paloma Partners first reported a position in AAON in Q2 2015 and held it in 6 quarters. The position peaked at $4.17M in Q2 2024. 381 funds tracked by Wall St. Rank hold AAON as of Q3 2024.

  • Paloma Partners reported no remaining Aaon position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 47,800 Aaon shares in Q3 2024, an estimated $4.17M.
  • Paloma Partners first reported a position in Aaon in Q2 2015 and held it in 6 quarters.
  • Paloma Partners's Aaon position peaked at $4.17M in Q2 2024.
  • 381 funds tracked by Wall St. Rank held Aaon as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.