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Disciplined Investments’s Applied Industrial Technologies AIT Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-7
Closed -$1.01K – 151
2023
Q2 		$1.01K Sell
7
-2
-22% -$267 ﹤0.01% 961
2023
Q1 		$1.28K Buy
9
+1
+13% +$136 ﹤0.01% 857
2022
Q4 		$1.01K Sell
8
-1
-11% -$123 ﹤0.01% 902
2022
Q3 		$1K Buy
9
+2
+29% +$205 ﹤0.01% 762
2022
Q2 		$1K Hold
7
– – ﹤0.01% 786
2022
Q1 		$1K Buy
+7
New +$697 ﹤0.01% 844

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Disciplined Investments's AIT Position: Q3 2023 in Review

Disciplined Investments sold out of Applied Industrial Technologies (AIT) in Q3 2023, closing a stake of 7 shares — an estimated $1.01K sold.

Disciplined Investments first reported a position in AIT in Q1 2022 and held it in 6 quarters. The position peaked at $1.28K in Q1 2023. 380 funds tracked by Wall St. Rank hold AIT as of Q3 2023.

  • Disciplined Investments reported no remaining Applied Industrial Technologies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Applied Industrial Technologies shares in Q3 2023, an estimated $1.01K.
  • Disciplined Investments first reported a position in Applied Industrial Technologies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Applied Industrial Technologies position peaked at $1.28K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.