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Elm Advisors’s Applied Industrial Technologies AIT Stock Holding History

Elm Advisors’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
2021
Q1 		– Sell
-1,000
Closed -$78K – 96
2020
Q4 		$78K Buy
+1,000
New +$70.3K 0.05% 132
2018
Q4 		– Sell
-1,000
Closed -$78K – 88
2018
Q3 		$78K Buy
+1,000
New +$75.7K 0.05% 132

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Elm Advisors's AIT Position: Q1 2021 in Review

Elm Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2021, closing a stake of 1,000 shares — an estimated $78K sold.

Elm Advisors first reported a position in AIT in Q3 2018 and held it in 2 quarters. The position peaked at $78K in Q4 2020. 240 funds tracked by Wall St. Rank hold AIT as of Q1 2021.

  • Elm Advisors reported no remaining Applied Industrial Technologies position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 1,000 Applied Industrial Technologies shares in Q1 2021, an estimated $78K.
  • Elm Advisors first reported a position in Applied Industrial Technologies in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Applied Industrial Technologies position peaked at $78K in Q4 2020.
  • 240 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.