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

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AUA Capital Management's AIT Position: Q1 2023 in Review

AUA Capital Management sold out of Applied Industrial Technologies (AIT) in Q1 2023, closing a stake of 24 shares — an estimated $3.02K sold.

AUA Capital Management first reported a position in AIT in Q3 2020 and held it in 10 quarters. The position peaked at $3.02K in Q4 2022. 349 funds tracked by Wall St. Rank hold AIT as of Q1 2023.

AUA Capital Management reported no remaining Applied Industrial Technologies position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 24 Applied Industrial Technologies shares in Q1 2023, an estimated $3.02K.
AUA Capital Management first reported a position in Applied Industrial Technologies in Q3 2020 and held it in 10 quarters.
AUA Capital Management's Applied Industrial Technologies position peaked at $3.02K in Q4 2022.
349 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.