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Raleigh Capital Management’s Aaon AAON Stock Holding History

Raleigh Capital Management’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
Q1 		– Sell
-181
Closed -$13.4K – 963
2023
Q4 		$13.4K Sell
181
-14
-7% -$864 0.01% 522
2023
Q3 		$11.1K Buy
195
+13
+7% +$826 0.01% 495
2023
Q2 		$11.4K Buy
182
+77
+73% +$4.87K 0.01% 456
2023
Q1 		$6.78K Buy
105
+19
+22% +$1.04K ﹤0.01% 571
2022
Q4 		$4.3K Buy
86
+39
+83% +$1.82K ﹤0.01% 569
2022
Q3 		$2K Buy
+47
New +$1.81K ﹤0.01% 625

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raleigh Capital Management's AAON Position: Q1 2024 in Review

Raleigh Capital Management sold out of Aaon (AAON) in Q1 2024, closing a stake of 181 shares — an estimated $13.4K sold.

Raleigh Capital Management first reported a position in AAON in Q3 2022 and held it in 6 quarters. The position peaked at $13.4K in Q4 2023. 331 funds tracked by Wall St. Rank hold AAON as of Q1 2024.

  • Raleigh Capital Management reported no remaining Aaon position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 181 Aaon shares in Q1 2024, an estimated $13.4K.
  • Raleigh Capital Management first reported a position in Aaon in Q3 2022 and held it in 6 quarters.
  • Raleigh Capital Management's Aaon position peaked at $13.4K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Aaon as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.