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Shine Investment Advisory Services’s Aaon AAON Stock Holding History

Shine Investment Advisory Services’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
2020
Q2 		– Sell
-33
Closed -$1K – 718
2020
Q1 		$1K Hold
33
– – ﹤0.01% 687
2019
Q4 		$1K Hold
33
– – ﹤0.01% 709
2019
Q3 		$1K Sell
33
-47
-59% -$1.52K ﹤0.01% 705
2019
Q2 		$3K Hold
80
– – ﹤0.01% 643
2019
Q1 		$2K Buy
+80
New +$2.1K ﹤0.01% 667

Other funds holding AAON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shine Investment Advisory Services's AAON Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Aaon (AAON) in Q2 2020, closing a stake of 33 shares — an estimated $1K sold.

Shine Investment Advisory Services first reported a position in AAON in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 194 funds tracked by Wall St. Rank hold AAON as of Q2 2020.

  • Shine Investment Advisory Services reported no remaining Aaon position as of Q2 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 33 Aaon shares in Q2 2020, an estimated $1K.
  • Shine Investment Advisory Services first reported a position in Aaon in Q1 2019 and held it in 5 quarters.
  • Shine Investment Advisory Services's Aaon position peaked at $3K in Q2 2019.
  • 194 funds tracked by Wall St. Rank held Aaon as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.