Sageworth Trust’s Aaon AAON Stock Holding History

Sageworth Trust’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
2022 Q1	–	Sell	-71	Closed	-$4K	–	357
2021 Q4	$4K	Sell	71 -237	-77%	-$11.8K	﹤0.01%	422
2021 Q3	$13K	Hold	308	–	–	﹤0.01%	469
2021 Q2	$13K	Buy	+308	New	+$13.6K	﹤0.01%	510

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

CAI

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

GCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sageworth Trust's AAON Position: Q1 2022 in Review

Sageworth Trust sold out of Aaon (AAON) in Q1 2022, closing a stake of 71 shares — an estimated $4K sold.

Sageworth Trust first reported a position in AAON in Q2 2021 and held it in 3 quarters. The position peaked at $13K in Q3 2021. 205 funds tracked by Wall St. Rank hold AAON as of Q1 2022.

Sageworth Trust reported no remaining Aaon position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 71 Aaon shares in Q1 2022, an estimated $4K.
Sageworth Trust first reported a position in Aaon in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Aaon position peaked at $13K in Q3 2021.
205 funds tracked by Wall St. Rank held Aaon as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.