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Convergence Investment Partners’s Applied Industrial Technologies AIT Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-4,564
Closed -$885K – 239
2024
Q2 		$885K Buy
+4,564
New +$870K 0.26% 124
2017
Q4 		– Sell
-12,722
Closed -$837K – 295
2017
Q3 		$837K Sell
12,722
-25,703
-67% -$1.49M 0.12% 245
2017
Q2 		$2.27M Buy
+38,425
New +$2.35M 0.33% 113

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JP Morgan Chase
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Invesco
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Dimensional Fund Advisors
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Fuller & Thaler Asset Management
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Macquarie Group
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Convergence Investment Partners's AIT Position: Q3 2024 in Review

Convergence Investment Partners sold out of Applied Industrial Technologies (AIT) in Q3 2024, closing a stake of 4,564 shares — an estimated $885K sold.

Convergence Investment Partners first reported a position in AIT in Q2 2017 and held it in 3 quarters. The position peaked at $2.27M in Q2 2017. 450 funds tracked by Wall St. Rank hold AIT as of Q3 2024.

  • Convergence Investment Partners reported no remaining Applied Industrial Technologies position as of Q3 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 4,564 Applied Industrial Technologies shares in Q3 2024, an estimated $885K.
  • Convergence Investment Partners first reported a position in Applied Industrial Technologies in Q2 2017 and held it in 3 quarters.
  • Convergence Investment Partners's Applied Industrial Technologies position peaked at $2.27M in Q2 2017.
  • 450 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2024.

Based on Convergence Investment Partners's 13F filing for Q3 2024, filed 29 Oct 2024.