FCAG
AIT icon

First Capital Advisors Group’s Applied Industrial Technologies AIT Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$2.75K Buy
+19
New +$2.53K ﹤0.01% 761
2018
Q2 		– Sell
-17
Closed -$1K – 183
2018
Q1 		$1K Buy
+17
New +$1.22K ﹤0.01% 763

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Capital Advisors Group's AIT Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Applied Industrial Technologies (AIT) in Q2 2023: 19 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in AIT as recently as Q1 2018.

First Capital Advisors Group first reported a position in AIT in Q1 2018 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold AIT as of Q2 2023.

  • First Capital Advisors Group held 19 shares of Applied Industrial Technologies worth $2.75K as of Q2 2023.
  • Applied Industrial Technologies was a new First Capital Advisors Group position in Q2 2023.
  • Applied Industrial Technologies made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #761 holding.
  • First Capital Advisors Group first reported a position in Applied Industrial Technologies in Q1 2018 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.