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Aperio Group’s Applied Industrial Technologies AIT Stock Holding History

Aperio 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
2020
Q4 		$1.2M Buy
15,392
+29
+0.2% +$2.04K ﹤0.01% 1491
2020
Q3 		$847K Sell
15,363
-1,002
-6% -$61.2K ﹤0.01% 1528
2020
Q2 		$1.02M Sell
16,365
-7,900
-33% -$431K ﹤0.01% 1400
2020
Q1 		$1.11M Buy
24,265
+4,691
+24% +$277K ﹤0.01% 1265
2019
Q4 		$1.3M Buy
19,574
+1,745
+10% +$107K ﹤0.01% 1296
2019
Q3 		$1.01M Sell
17,829
-2,008
-10% -$113K ﹤0.01% 1388
2019
Q2 		$1.22M Buy
19,837
+1,753
+10% +$102K 0.01% 1307
2019
Q1 		$1.07M Sell
18,084
-810
-4% -$47K ﹤0.01% 1340
2018
Q4 		$1.02M Buy
18,894
+990
+6% +$64.7K 0.01% 1300
2018
Q3 		$1.4M Buy
17,904
+1,181
+7% +$89.4K 0.01% 1220
2018
Q2 		$1.17M Buy
16,723
+3,056
+22% +$217K 0.01% 1286
2018
Q1 		$996K Buy
13,667
+713
+6% +$51.1K 0.01% 1318
2017
Q4 		$882K Buy
12,954
+1,761
+16% +$112K ﹤0.01% 1378
2017
Q3 		$736K Sell
11,193
-692
-6% -$40.2K ﹤0.01% 1454
2017
Q2 		$702K Buy
11,885
+1,266
+12% +$77.6K ﹤0.01% 1440
2017
Q1 		$657K Buy
10,619
+336
+3% +$20.7K ﹤0.01% 1395
2016
Q4 		$611K Buy
10,283
+1,153
+13% +$62.6K ﹤0.01% 1396
2016
Q3 		$427K Buy
9,130
+452
+5% +$21.1K ﹤0.01% 1538
2016
Q2 		$392K Sell
8,678
-281
-3% -$12.6K ﹤0.01% 1516
2016
Q1 		$389K Sell
8,959
-228
-2% -$8.99K ﹤0.01% 1499
2015
Q4 		$372K Sell
9,187
-205
-2% -$8.37K ﹤0.01% 1502
2015
Q3 		$358K Buy
9,392
+3,118
+50% +$123K ﹤0.01% 1471
2015
Q2 		$249K Buy
6,274
+1,480
+31% +$62.8K ﹤0.01% 1743
2015
Q1 		$217K Sell
4,794
-4,419
-48% -$189K ﹤0.01% 1778
2014
Q4 		$420K Buy
9,213
+4,235
+85% +$198K 0.01% 1326
2014
Q3 		$227K Buy
4,978
+237
+5% +$11.6K ﹤0.01% 1535
2014
Q2 		$241K Sell
4,741
-236
-5% -$11.4K ﹤0.01% 1520
2014
Q1 		$240K Buy
+4,977
New +$244K ﹤0.01% 1762
2013
Q4 		– Hold
0
– – – 1685

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Aperio Group's AIT Position: Q4 2020 in Review

Aperio Group increased its Applied Industrial Technologies (AIT) stake by 0.19% in Q4 2020, buying an estimated $2.04K and bringing the position to 15,392 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Aperio Group first reported a position in AIT in Q1 2014 and has held it in 28 quarters since. The position peaked at $1.4M in Q3 2018. 237 funds tracked by Wall St. Rank hold AIT as of Q4 2020.

  • Aperio Group held 15,392 shares of Applied Industrial Technologies worth $1.2M as of Q4 2020.
  • Aperio Group bought 29 Applied Industrial Technologies shares in Q4 2020, an estimated $2.04K.
  • Applied Industrial Technologies made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1491 holding.
  • Aperio Group first reported a position in Applied Industrial Technologies in Q1 2014 and has held it in 28 quarters since.
  • Aperio Group's Applied Industrial Technologies position peaked at $1.4M in Q3 2018.
  • 237 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.