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

Bruderman 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
2019
Q2 		– Sell
-386
Closed -$23K – 128
2019
Q1 		$23K Buy
386
+2
+0.5% +$116 0.01% 356
2018
Q4 		$21K Buy
384
+1
+0.3% +$65 0.01% 341
2018
Q3 		$30K Sell
383
-194
-34% -$14.7K 0.01% 235
2018
Q2 		$40K Sell
577
-1,620
-74% -$115K 0.01% 218
2018
Q1 		$160K Buy
+2,197
New +$158K 0.04% 135
2017
Q3 		– Sell
-576
Closed -$34K – 129
2017
Q2 		$34K Buy
+576
New +$35.3K 0.01% 242
2017
Q1 		– Sell
-1,161
Closed -$69K – 123
2016
Q4 		$69K Sell
1,161
-710
-38% -$38.5K 0.02% 174
2016
Q3 		$87K Buy
1,871
+8
+0.4% +$373 0.03% 165
2016
Q2 		$84K Sell
1,863
-78
-4% -$3.5K 0.03% 173
2016
Q1 		$84K Buy
1,941
+455
+31% +$17.9K 0.03% 161
2015
Q4 		$60K Buy
1,486
+6
+0.4% +$245 0.02% 193
2015
Q3 		$56K Buy
+1,480
New +$58.5K 0.02% 199

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bruderman Asset Management's AIT Position: Q2 2019 in Review

Bruderman Asset Management sold out of Applied Industrial Technologies (AIT) in Q2 2019, closing a stake of 386 shares — an estimated $23K sold.

Bruderman Asset Management first reported a position in AIT in Q3 2015 and held it in 12 quarters. The position peaked at $160K in Q1 2018. 216 funds tracked by Wall St. Rank hold AIT as of Q2 2019.

  • Bruderman Asset Management reported no remaining Applied Industrial Technologies position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 386 Applied Industrial Technologies shares in Q2 2019, an estimated $23K.
  • Bruderman Asset Management first reported a position in Applied Industrial Technologies in Q3 2015 and held it in 12 quarters.
  • Bruderman Asset Management's Applied Industrial Technologies position peaked at $160K in Q1 2018.
  • 216 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.