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CIBC Private Wealth Group’s
Applied Industrial Technologies
AIT
Stock Holding History
CIBC Private Wealth 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
2025
Q4
$105K
Buy
410
+61
+17%
+$15.6K
﹤0.01%
1490
2025
Q3
$91.1K
Sell
349
-7
-2%
-$1.84K
﹤0.01%
1540
2025
Q2
$82.8K
Sell
356
-14
-4%
-$3.18K
﹤0.01%
1478
2025
Q1
$76.2K
Sell
370
-89
-19%
-$21.9K
﹤0.01%
1460
2024
Q4
$114K
Sell
459
-1
-0.2%
-$249
﹤0.01%
1372
2024
Q3
$103K
Buy
460
+64
+16%
+$13K
﹤0.01%
1463
2024
Q2
$74.7K
Buy
396
+8
+2%
+$1.52K
﹤0.01%
1511
2024
Q1
$75.8K
Buy
+388
New
+$70.9K
﹤0.01%
1506
2018
Q2
–
Sell
-125
Closed
-$9K
–
1946
2018
Q1
$9K
Hold
125
–
–
﹤0.01%
1548
2017
Q4
$9K
Buy
+125
New
+$7.95K
﹤0.01%
1563
Other funds holding AIT
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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