Capital Management Associates (New York)’s Applied Industrial Technologies AIT Stock Holding History

Capital Management Associates (New York)’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 Q3	–	Sell	-6,500	Closed	-$400K	–	91
2019 Q2	$400K	Buy	6,500 +1,500	+30%	+$87.6K	0.65%	69
2019 Q1	$297K	Hold	5,000	–	–	0.46%	96
2018 Q4	$270K	Hold	5,000	–	–	0.51%	90
2018 Q3	$391K	Buy	+5,000	New	+$378K	0.48%	98

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Management Associates (New York)'s AIT Position: Q3 2019 in Review

Capital Management Associates (New York) sold out of Applied Industrial Technologies (AIT) in Q3 2019, closing a stake of 6,500 shares — an estimated $400K sold.

Capital Management Associates (New York) first reported a position in AIT in Q3 2018 and held it in 4 quarters. The position peaked at $400K in Q2 2019. 216 funds tracked by Wall St. Rank hold AIT as of Q3 2019.

Capital Management Associates (New York) reported no remaining Applied Industrial Technologies position as of Q3 2019 after selling out during the quarter.
Capital Management Associates (New York) sold 6,500 Applied Industrial Technologies shares in Q3 2019, an estimated $400K.
Capital Management Associates (New York) first reported a position in Applied Industrial Technologies in Q3 2018 and held it in 4 quarters.
Capital Management Associates (New York)'s Applied Industrial Technologies position peaked at $400K in Q2 2019.
216 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2019.

Based on Capital Management Associates (New York)'s 13F filing for Q3 2019, filed 5 Nov 2019.