SFG
AAON icon

Steward Financial Group’s Aaon AAON Stock Holding History

Steward Financial Group’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
2023
Q2 		– Sell
-47
Closed -$2K – 394
2023
Q1 		$2K Buy
47
+26
+124% +$1.43K ﹤0.01% 457
2022
Q4 		$1K Buy
+21
New +$980 ﹤0.01% 359
2022
Q3 		– Sell
-26
Closed – – 54
2022
Q2 		$0 Buy
+26
New +$910 ﹤0.01% 939

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's AAON Position: Q2 2023 in Review

Steward Financial Group sold out of Aaon (AAON) in Q2 2023, closing a stake of 47 shares — an estimated $2K sold.

Steward Financial Group first reported a position in AAON in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2023. 303 funds tracked by Wall St. Rank hold AAON as of Q2 2023.

  • Steward Financial Group reported no remaining Aaon position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 47 Aaon shares in Q2 2023, an estimated $2K.
  • Steward Financial Group first reported a position in Aaon in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's Aaon position peaked at $2K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Aaon as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.