Essex Investment Management’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Hold |
505
| – | – | 0.02% | 220 |
|
|
2025
Q1 | $114K | Hold |
505
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $121K | Sell |
505
-705
| -58% | -$169K | 0.02% | 213 |
|
|
2024
Q3 | $270K | Hold |
1,210
| – | – | 0.05% | 177 |
|
|
2024
Q2 | $235K | Sell |
1,210
-189
| -14% | -$36.7K | 0.04% | 184 |
|
|
2024
Q1 | $276K | Sell |
1,399
-554
| -28% | -$109K | 0.05% | 195 |
|
|
2023
Q4 | $337K | Sell |
1,953
-424
| -18% | -$73.2K | 0.07% | 196 |
|
|
2023
Q3 | $368K | Sell |
2,377
-43
| -2% | -$6.65K | 0.06% | 248 |
|
|
2023
Q2 | $350K | Hold |
2,420
| – | – | 0.05% | 265 |
|
|
2023
Q1 | $344K | Sell |
2,420
-7
| -0.3% | -$995 | 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% | -$185K | 0.04% | 275 |
|
|
2022
Q1 | $447K | Hold |
4,353
| – | – | 0.06% | 271 |
|
|
2021
Q4 | $447K | Sell |
4,353
-27
| -0.6% | -$2.77K | 0.05% | 277 |
|
|
2021
Q3 | $395K | Hold |
4,380
| – | – | 0.05% | 283 |
|
|
2021
Q2 | $399K | Sell |
4,380
-79
| -2% | -$7.2K | 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% | -$74.9K | 0.05% | 297 |
|
|
2020
Q1 | $259K | Buy |
5,660
+1,642
| +41% | +$75.1K | 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% | -$16.2K | 0.03% | 351 |
|
|
2019
Q1 | $255K | Buy |
4,281
+537
| +14% | +$32K | 0.04% | 323 |
|
|
2018
Q4 | $202K | Sell |
3,744
-180
| -5% | -$9.71K | 0.03% | 331 |
|
|
2018
Q3 | $307K | Hold |
3,924
| – | – | 0.04% | 346 |
|
|
2018
Q2 | $275K | Sell |
3,924
-25
| -0.6% | -$1.75K | 0.03% | 347 |
|
|
2018
Q1 | $288K | Sell |
3,949
-1,682
| -30% | -$123K | 0.04% | 313 |
|
|
2017
Q4 | $383K | Sell |
5,631
-74
| -1% | -$5.03K | 0.05% | 298 |
|
|
2017
Q3 | $375K | Hold |
5,705
| – | – | 0.05% | 298 |
|
|
2017
Q2 | $337K | Buy |
+5,705
| New | +$337K | 0.05% | 281 |
|