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Bowling Portfolio Management’s Applied Industrial Technologies AIT Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-5,068
Closed -$279K – 236
2020
Q3 		$279K Buy
+5,068
New +$309K 0.06% 292
2018
Q1 		– Sell
-3,093
Closed -$211K – 343
2017
Q4 		$211K Hold
3,093
– – 0.03% 345
2017
Q3 		$204K Buy
+3,093
New +$180K 0.03% 349

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Bowling Portfolio Management's AIT Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Applied Industrial Technologies (AIT) in Q4 2020, closing a stake of 5,068 shares — an estimated $279K sold.

Bowling Portfolio Management first reported a position in AIT in Q3 2017 and held it in 3 quarters. The position peaked at $279K in Q3 2020. 238 funds tracked by Wall St. Rank hold AIT as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Applied Industrial Technologies position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 5,068 Applied Industrial Technologies shares in Q4 2020, an estimated $279K.
  • Bowling Portfolio Management first reported a position in Applied Industrial Technologies in Q3 2017 and held it in 3 quarters.
  • Bowling Portfolio Management's Applied Industrial Technologies position peaked at $279K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.