BAM
AIT icon

Belpointe Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-260
Closed -$37K – 681
2023
Q1 		$37K Sell
260
-826
-76% -$112K ﹤0.01% 1896
2022
Q4 		$137K Buy
+1,086
New +$133K 0.01% 1070

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Belpointe Asset Management's AIT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Applied Industrial Technologies (AIT) in Q2 2023, closing a stake of 260 shares — an estimated $37K sold.

Belpointe Asset Management first reported a position in AIT in Q4 2022 and held it in 2 quarters. The position peaked at $137K in Q4 2022. 352 funds tracked by Wall St. Rank hold AIT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Applied Industrial Technologies position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 260 Applied Industrial Technologies shares in Q2 2023, an estimated $37K.
  • Belpointe Asset Management first reported a position in Applied Industrial Technologies in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Applied Industrial Technologies position peaked at $137K in Q4 2022.
  • 352 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.