Squar Milner Financial Services’s Aaon AAON Stock Holding History

Squar Milner Financial 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 Q3	–	Sell	-5,963	Closed	-$216K	–	1
2020 Q2	$216K	Buy	5,963 +915	+18%	+$30.7K	0.12%	192
2020 Q1	$162K	Buy	5,048 +603	+14%	+$21K	0.1%	196
2019 Q4	$146K	Sell	4,445 -2,184	-33%	-$70.8K	0.07%	253
2019 Q3	$266K	Buy	6,629 +6,509	+5,424%	+$210K	0.14%	172
2019 Q2	$4K	Sell	120 -222	-65%	-$7.05K	﹤0.01%	611
2019 Q1	$10K	Hold	342	–	–	0.01%	512
2018 Q4	$8K	Hold	342	–	–	0.01%	495
2018 Q3	$9K	Hold	342	–	–	0.01%	508
2018 Q2	$8K	Buy	+342	New	+$7.52K	0.01%	627

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Squar Milner Financial Services's AAON Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Aaon (AAON) in Q3 2020, closing a stake of 5,963 shares — an estimated $216K sold.

Squar Milner Financial Services first reported a position in AAON in Q2 2018 and held it in 9 quarters. The position peaked at $266K in Q3 2019. 191 funds tracked by Wall St. Rank hold AAON as of Q3 2020.

Squar Milner Financial Services reported no remaining Aaon position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,963 Aaon shares in Q3 2020, an estimated $216K.
Squar Milner Financial Services first reported a position in Aaon in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Aaon position peaked at $266K in Q3 2019.
191 funds tracked by Wall St. Rank held Aaon as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.