AUA Capital Management’s Applied Industrial Technologies AIT Stock Holding History

AUA Capital Management’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
2023 Q1	–	Sell	-24	Closed	-$3.02K	–	91
2022 Q4	$3.02K	Hold	24	–	–	﹤0.01%	228
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	243
2022 Q2	$2K	Sell	24 -3	-11%	-$303	﹤0.01%	253
2022 Q1	$3K	Hold	27	–	–	﹤0.01%	233
2021 Q4	$3K	Hold	27	–	–	﹤0.01%	223
2021 Q3	$2K	Sell	27 -1	-4%	-$88	﹤0.01%	254
2021 Q2	$3K	Sell	28 -6	-18%	-$573	﹤0.01%	224
2021 Q1	$3K	Sell	34 -3	-8%	-$255	﹤0.01%	236
2020 Q4	$3K	Hold	37	–	–	﹤0.01%	223
2020 Q3	$2K	Buy	+37	New	+$2.26K	﹤0.01%	225

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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Fuller & Thaler Asset Management

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Dimensional Fund Advisors

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Wellington Management Group

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Macquarie Group

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Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return