BG
AIT icon

Bollard Group’s Applied Industrial Technologies AIT Stock Holding History

Bollard 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
2023
Q3 		– Sell
-131
Closed -$19K – 363
2023
Q2 		$19K Buy
+131
New +$17.5K ﹤0.01% 255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bollard Group's AIT Position: Q3 2023 in Review

Bollard Group sold out of Applied Industrial Technologies (AIT) in Q3 2023, closing a stake of 131 shares — an estimated $19K sold.

Bollard Group first reported a position in AIT in Q2 2023 and held it in 1 quarter. The position peaked at $19K in Q2 2023. 380 funds tracked by Wall St. Rank hold AIT as of Q3 2023.

  • Bollard Group reported no remaining Applied Industrial Technologies position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 131 Applied Industrial Technologies shares in Q3 2023, an estimated $19K.
  • Bollard Group first reported a position in Applied Industrial Technologies in Q2 2023 and held it in 1 quarter.
  • Bollard Group's Applied Industrial Technologies position peaked at $19K in Q2 2023.
  • 380 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.