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Berman Capital Advisors’s Applied Industrial Technologies AIT Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$47K Buy
525
+217
+70% +$19.1K 0.01% 695
2021
Q2 		$28K Buy
308
+143
+87% +$13.7K ﹤0.01% 782
2021
Q1 		$15K Buy
+165
New +$14K ﹤0.01% 882
2020
Q3 		– Sell
-20
Closed -$1K – 1580
2020
Q2 		$1K Buy
+20
New +$1.09K ﹤0.01% 1367

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's AIT Position: Q3 2021 in Review

Berman Capital Advisors increased its Applied Industrial Technologies (AIT) stake by 70% in Q3 2021, buying an estimated $19.1K and bringing the position to 525 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #695.

Berman Capital Advisors first reported a position in AIT in Q2 2020 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold AIT as of Q3 2021.

  • Berman Capital Advisors held 525 shares of Applied Industrial Technologies worth $47K as of Q3 2021.
  • Berman Capital Advisors bought 217 Applied Industrial Technologies shares in Q3 2021, an estimated $19.1K.
  • Applied Industrial Technologies made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #695 holding.
  • Berman Capital Advisors first reported a position in Applied Industrial Technologies in Q2 2020 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.