Number of Shares
11,951.00
Current Holdings Value*
$1.09 Mil
% of Portfolio
3.29%
Total Estimate Gain
$-10,399.21
% of Total Estimate Gain
-0.86%

Polen U.S. Small Company Growth Fund's AAON Inc Holding Summary

As of 2025-04-30, Polen U.S. Small Company Growth Fund held 11,951.00 shares of AAON Inc(AAON), totaling $1.09 Mil. This investment constitutes 3.29% of their stock portfolio, and Polen U.S. Small Company Growth Fund now holds 0.01% of the outstanding AAON Inc(AAON) stock.

The initial trade took place in 2024Q3. And since then Polen U.S. Small Company Growth Fund has made 2 purchases of AAON, at an average price of $83.27, for a total of 14,597.00 shares. In addition, there have been 2 sales at an average price of $105.15 for 2,646.00 shares. Based on historical transaction data and AAON's current price of $77.56, Polen U.S. Small Company Growth Fund's estimated gain on his AAON holdings is $-10,399.21, reflecting a -0.86% gain to date.

Polen U.S. Small Company Growth Fund AAON ($77.56) Holding Chart

Polen U.S. Small Company Growth Fund AAON ($77.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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