Concourse Financial Group Securities’s Applied Industrial Technologies AIT Stock Holding History

Concourse Financial Group Securities’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	–	Sell	-257	Closed	-$64.1K	–	2245
2024 Q3	$57.3K	Buy	257 +6	+2%	+$1.22K	﹤0.01%	1135
2024 Q2	$48.7K	Buy	251 +13	+5%	+$2.48K	﹤0.01%	1184
2024 Q1	$47K	Buy	238 +15	+7%	+$2.74K	﹤0.01%	1208
2023 Q4	$38.5K	Buy	223 +17	+8%	+$2.75K	﹤0.01%	1234
2023 Q3	$31.8K	Hold	206	–	–	﹤0.01%	1273
2023 Q2	$29.8K	Buy	206 +18	+10%	+$2.4K	﹤0.01%	1292
2023 Q1	$26.7K	Buy	+188	New	+$25.5K	﹤0.01%	1368
2019 Q1	–	Sell	-29	Closed	-$1.68K	–	2252
2018 Q4	$1K	Buy	+29	New	+$1.9K	﹤0.01%	1979

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

Concourse Financial Group Securities's AIT Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Applied Industrial Technologies (AIT) in Q4 2024, closing a stake of 257 shares — an estimated $64.1K sold.

Concourse Financial Group Securities first reported a position in AIT in Q4 2018 and held it in 8 quarters. The position peaked at $57.3K in Q3 2024. 499 funds tracked by Wall St. Rank hold AIT as of Q4 2024.

Concourse Financial Group Securities reported no remaining Applied Industrial Technologies position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 257 Applied Industrial Technologies shares in Q4 2024, an estimated $64.1K.
Concourse Financial Group Securities first reported a position in Applied Industrial Technologies in Q4 2018 and held it in 8 quarters.
Concourse Financial Group Securities's Applied Industrial Technologies position peaked at $57.3K in Q3 2024.
499 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.