Essex Investment Management’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $134K | Hold |
505
| – | – | 0.02% | 221 |
|
|
2025
Q4 | $130K | Hold |
505
| – | – | 0.02% | 224 |
|
|
2025
Q3 | $132K | Hold |
505
| – | – | 0.02% | 216 |
|
|
2025
Q2 | $117K | Hold |
505
| – | – | 0.02% | 220 |
|
|
2025
Q1 | $114K | Hold |
505
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $121K | Sell |
505
-705
| -58% | -$176K | 0.02% | 213 |
|
|
2024
Q3 | $270K | Hold |
1,210
| – | – | 0.05% | 177 |
|
|
2024
Q2 | $235K | Sell |
1,210
-189
| -14% | -$36K | 0.04% | 184 |
|
|
2024
Q1 | $276K | Sell |
1,399
-554
| -28% | -$101K | 0.05% | 195 |
|
|
2023
Q4 | $337K | Sell |
1,953
-424
| -18% | -$68.7K | 0.07% | 196 |
|
|
2023
Q3 | $368K | Sell |
2,377
-43
| -2% | -$6.45K | 0.06% | 248 |
|
|
2023
Q2 | $350K | Hold |
2,420
| – | – | 0.05% | 265 |
|
|
2023
Q1 | $344K | Sell |
2,420
-7
| -0.3% | -$949 | 0.05% | 262 |
|
|
2022
Q4 | $306K | Hold |
2,427
| – | – | 0.05% | 265 |
|
|
2022
Q3 | $249K | Hold |
2,427
| – | – | 0.04% | 267 |
|
|
2022
Q2 | $233K | Sell |
2,427
-1,926
| -44% | -$194K | 0.04% | 275 |
|
|
2022
Q1 | $447K | Hold |
4,353
| – | – | 0.06% | 271 |
|
|
2021
Q4 | $447K | Sell |
4,353
-27
| -0.6% | -$2.7K | 0.05% | 277 |
|
|
2021
Q3 | $395K | Hold |
4,380
| – | – | 0.05% | 283 |
|
|
2021
Q2 | $399K | Sell |
4,380
-79
| -2% | -$7.54K | 0.05% | 297 |
|
|
2021
Q1 | $407K | Hold |
4,459
| – | – | 0.05% | 305 |
|
|
2020
Q4 | $348K | Hold |
4,459
| – | – | 0.04% | 316 |
|
|
2020
Q3 | $246K | Hold |
4,459
| – | – | 0.04% | 343 |
|
|
2020
Q2 | $278K | Sell |
4,459
-1,201
| -21% | -$65.5K | 0.05% | 297 |
|
|
2020
Q1 | $259K | Buy |
5,660
+1,642
| +41% | +$97.1K | 0.05% | 269 |
|
|
2019
Q4 | $268K | Hold |
4,018
| – | – | 0.03% | 354 |
|
|
2019
Q3 | $228K | Hold |
4,018
| – | – | 0.03% | 350 |
|
|
2019
Q2 | $247K | Sell |
4,018
-263
| -6% | -$15.4K | 0.03% | 351 |
|
|
2019
Q1 | $255K | Buy |
4,281
+537
| +14% | +$31.1K | 0.04% | 323 |
|
|
2018
Q4 | $202K | Sell |
3,744
-180
| -5% | -$11.8K | 0.03% | 331 |
|
|
2018
Q3 | $307K | Hold |
3,924
| – | – | 0.04% | 346 |
|
|
2018
Q2 | $275K | Sell |
3,924
-25
| -0.6% | -$1.77K | 0.03% | 347 |
|
|
2018
Q1 | $288K | Sell |
3,949
-1,682
| -30% | -$121K | 0.04% | 313 |
|
|
2017
Q4 | $383K | Sell |
5,631
-74
| -1% | -$4.71K | 0.05% | 298 |
|
|
2017
Q3 | $375K | Hold |
5,705
| – | – | 0.05% | 298 |
|
|
2017
Q2 | $337K | Buy |
+5,705
| New | +$349K | 0.05% | 281 |
|
Other funds holding AIT
VPM
VCM
Essex Investment Management's AIT Position: Q1 2026 in Review
Essex Investment Management held its Applied Industrial Technologies (AIT) position steady in Q1 2026 at 505 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #221.
Essex Investment Management first reported a position in AIT in Q2 2017 and has held it in 36 quarters since. The position peaked at $447K in Q1 2022. 583 funds tracked by Wall St. Rank hold AIT as of Q1 2026.
- Essex Investment Management held 505 shares of Applied Industrial Technologies worth $134K as of Q1 2026.
- Essex Investment Management left its Applied Industrial Technologies share count unchanged in Q1 2026.
- Applied Industrial Technologies made up 0.02% of Essex Investment Management's portfolio in Q1 2026, its #221 holding.
- Essex Investment Management first reported a position in Applied Industrial Technologies in Q2 2017 and has held it in 36 quarters since.
- Essex Investment Management's Applied Industrial Technologies position peaked at $447K in Q1 2022.
- 583 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.
Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.