Everence Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Everence Capital Management’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
2026 Q1	$302K	Buy	+1,140	New	+$310K	0.02%	568
2024 Q1	–	Sell	-6,000	Closed	-$1.04M	–	755
2023 Q4	$1.04M	Sell	6,000 -700	-10%	-$113K	0.07%	225
2023 Q3	$1.04K	Sell	6,700 -830	-11%	-$124K	0.08%	204
2023 Q2	$926K	Hold	7,530	–	–	0.08%	218
2023 Q1	$1.07K	Hold	7,530	–	–	0.09%	202
2022 Q4	$949	Sell	7,530 -850	-10%	-$104K	0.08%	206
2022 Q3	$861K	Hold	8,380	–	–	0.08%	216
2022 Q2	$806K	Hold	8,380	–	–	0.07%	218
2022 Q1	$860K	Hold	8,380	–	–	0.07%	243
2021 Q4	$861K	Hold	8,380	–	–	0.06%	253
2021 Q3	$755K	Hold	8,380	–	–	0.06%	252
2021 Q2	$763K	Hold	8,380	–	–	0.06%	248
2021 Q1	$764K	Hold	8,380	–	–	0.07%	231
2020 Q4	$654K	Hold	8,380	–	–	0.06%	258
2020 Q3	$462K	Hold	8,380	–	–	0.05%	316
2020 Q2	$486K	Hold	8,380	–	–	0.06%	308
2020 Q1	$383K	Hold	8,380	–	–	0.05%	308
2019 Q4	$559K	Hold	8,380	–	–	0.08%	258
2019 Q3	$476K	Hold	8,380	–	–	0.08%	277
2019 Q2	$516K	Buy	8,380 +3,410	+69%	+$199K	0.09%	249
2019 Q1	$296K	Buy	+4,970	New	+$288K	0.05%	412
2018 Q4	–	Sell	-2,920	Closed	-$228K	–	421
2018 Q3	$228K	Hold	2,920	–	–	0.05%	380
2018 Q2	$205K	Hold	2,920	–	–	0.04%	399
2018 Q1	$213K	Buy	+2,920	New	+$209K	0.05%	382

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Everence Capital Management's AIT Position: Q1 2026 in Review

Everence Capital Management opened a new position in Applied Industrial Technologies (AIT) in Q1 2026: 1,140 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #568 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in AIT as recently as Q4 2023.

Everence Capital Management first reported a position in AIT in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.04M in Q4 2023. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Everence Capital Management held 1,140 shares of Applied Industrial Technologies worth $302K as of Q1 2026.
Applied Industrial Technologies was a new Everence Capital Management position in Q1 2026.
Applied Industrial Technologies made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #568 holding.
Everence Capital Management first reported a position in Applied Industrial Technologies in Q1 2018 and has held it in 24 quarters since.
Everence Capital Management's Applied Industrial Technologies position peaked at $1.04M in Q4 2023.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.