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Financial Gravity Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Financial Gravity Asset 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
2021
Q3 		– Hold
0
– – – 379
2021
Q2 		– Hold
0
– – – 372
2019
Q2 		– Sell
-40
Closed -$2K – 1211
2019
Q1 		$2K Buy
+40
New +$2.32K ﹤0.01% 898
2018
Q3 		$2K Hold
27
– – ﹤0.01% 918
2018
Q2 		$2K Sell
27
-1
-4% -$71 ﹤0.01% 948
2018
Q1 		$2K Buy
+28
New +$2.01K ﹤0.01% 920

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's AIT Position: Q3 2021 in Review

Financial Gravity Asset Management held its Applied Industrial Technologies (AIT) position steady in Q3 2021 at 0 shares worth $90K. The position accounts for 0.04% of the portfolio, ranked #379.

Financial Gravity Asset Management first reported a position in AIT in Q1 2018 and has held it in 4 quarters since. The position peaked at $2K in Q1 2019. 252 funds tracked by Wall St. Rank hold AIT as of Q3 2021.

  • Financial Gravity Asset Management held 0 shares of Applied Industrial Technologies worth $90K as of Q3 2021.
  • Financial Gravity Asset Management left its Applied Industrial Technologies share count unchanged in Q3 2021.
  • Applied Industrial Technologies made up 0.04% of Financial Gravity Asset Management's portfolio in Q3 2021, its #379 holding.
  • Financial Gravity Asset Management first reported a position in Applied Industrial Technologies in Q1 2018 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Applied Industrial Technologies position peaked at $2K in Q1 2019.
  • 252 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.