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Advisor Group’s Applied Industrial Technologies AIT Stock Holding History

Advisor Group’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$46K Sell
685
-47
-6% -$2.88K ﹤0.01% 3469
2019
Q3 		$41K Buy
732
+32
+5% +$1.8K ﹤0.01% 3527
2019
Q2 		$44K Sell
700
-361
-34% -$21.1K ﹤0.01% 3454
2019
Q1 		$63K Sell
1,061
-524
-33% -$30.4K ﹤0.01% 3219
2018
Q4 		$85K Sell
1,585
-397
-20% -$25.9K ﹤0.01% 2764
2018
Q3 		$155K Buy
1,982
+833
+72% +$63K ﹤0.01% 2375
2018
Q2 		$81K Sell
1,149
-275
-19% -$19.5K ﹤0.01% 2683
2018
Q1 		$104K Buy
1,424
+517
+57% +$37.1K ﹤0.01% 2526
2017
Q4 		$62K Sell
907
-63
-6% -$4.01K ﹤0.01% 2929
2017
Q3 		$64K Buy
970
+414
+74% +$24K ﹤0.01% 2753
2017
Q2 		$33K Sell
556
-42
-7% -$2.57K ﹤0.01% 3132
2017
Q1 		$37K Sell
598
-153
-20% -$9.44K ﹤0.01% 2943
2016
Q4 		$45K Buy
751
+670
+827% +$36.4K ﹤0.01% 2683
2016
Q3 		$4K Buy
81
+61
+305% +$2.85K ﹤0.01% 3962
2016
Q2 		$0 Buy
+20
New +$896 ﹤0.01% 4382

Other funds holding AIT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Group's AIT Position: Q4 2019 in Review

Advisor Group reduced its Applied Industrial Technologies (AIT) stake by 6.4% in Q4 2019, selling an estimated $2.88K and leaving 685 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #3469.

Advisor Group first reported a position in AIT in Q2 2016 and has held it in 15 quarters since. The position peaked at $155K in Q3 2018. 232 funds tracked by Wall St. Rank hold AIT as of Q4 2019.

  • Advisor Group held 685 shares of Applied Industrial Technologies worth $46K as of Q4 2019.
  • Advisor Group sold 47 Applied Industrial Technologies shares in Q4 2019, an estimated $2.88K.
  • Applied Industrial Technologies made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3469 holding.
  • Advisor Group first reported a position in Applied Industrial Technologies in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Applied Industrial Technologies position peaked at $155K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.