Cassady Schiller Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$1.2K	Buy	+5	New	+$1.25K	﹤0.01%	739

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Cassady Schiller Wealth Management's AIT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Applied Industrial Technologies (AIT) in Q4 2024: 5 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings.

499 funds tracked by Wall St. Rank hold AIT as of Q4 2024.

Cassady Schiller Wealth Management held 5 shares of Applied Industrial Technologies worth $1.2K as of Q4 2024.
Applied Industrial Technologies was a new Cassady Schiller Wealth Management position in Q4 2024.
Applied Industrial Technologies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #739 holding.
499 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.