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Susquehanna Fundamental Investments’s Aaon AAON Stock Holding History

Susquehanna Fundamental Investments’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
-51,062
Closed -$3.29M – 637
2023
Q1 		$3.29M Hold
51,062
– – 0.08% 279
2022
Q4 		$2.56M Hold
51,062
– – 0.04% 424
2022
Q3 		$1.83M Buy
+51,062
New +$1.97M 0.03% 612

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 $4.6B AUM 16.08% 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 $4.36B AUM 17.81% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna Fundamental Investments's AAON Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of Aaon (AAON) in Q2 2023, closing a stake of 51,062 shares — an estimated $3.29M sold.

Susquehanna Fundamental Investments first reported a position in AAON in Q3 2022 and held it in 3 quarters. The position peaked at $3.29M in Q1 2023. 303 funds tracked by Wall St. Rank hold AAON as of Q2 2023.

  • Susquehanna Fundamental Investments reported no remaining Aaon position as of Q2 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 51,062 Aaon shares in Q2 2023, an estimated $3.29M.
  • Susquehanna Fundamental Investments first reported a position in Aaon in Q3 2022 and held it in 3 quarters.
  • Susquehanna Fundamental Investments's Aaon position peaked at $3.29M in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Aaon as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.