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Foundry Partners’s Applied Industrial Technologies AIT Stock Holding History

Foundry Partners’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
2024
Q1 		– Sell
-2,984
Closed -$515K – 294
2023
Q4 		$515K Buy
2,984
+845
+40% +$137K 0.03% 227
2023
Q3 		$331K Buy
2,139
+409
+24% +$61.3K 0.02% 252
2023
Q2 		$251K Sell
1,730
-1,245
-42% -$166K 0.02% 299
2023
Q1 		$423K Hold
2,975
– – 0.03% 258
2022
Q4 		$375K Sell
2,975
-470
-14% -$57.6K 0.02% 249
2022
Q3 		$354K Sell
3,445
-20
-0.6% -$2.05K 0.02% 258
2022
Q2 		$333K Buy
3,465
+350
+11% +$35.3K 0.02% 260
2022
Q1 		$320K Buy
+3,115
New +$310K 0.02% 296
2020
Q2 		– Sell
-8,091
Closed -$370K – 385
2020
Q1 		$370K Hold
8,091
– – 0.02% 351
2019
Q4 		$540K Buy
8,091
+41
+0.5% +$2.52K 0.02% 341
2019
Q3 		$457K Sell
8,050
-200
-2% -$11.3K 0.02% 343
2019
Q2 		$508K Hold
8,250
– – 0.02% 342
2019
Q1 		$491K Buy
+8,250
New +$478K 0.02% 346

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Foundry Partners's AIT Position: Q1 2024 in Review

Foundry Partners sold out of Applied Industrial Technologies (AIT) in Q1 2024, closing a stake of 2,984 shares — an estimated $515K sold.

Foundry Partners first reported a position in AIT in Q1 2019 and held it in 13 quarters. The position peaked at $540K in Q4 2019. 423 funds tracked by Wall St. Rank hold AIT as of Q1 2024.

  • Foundry Partners reported no remaining Applied Industrial Technologies position as of Q1 2024 after selling out during the quarter.
  • Foundry Partners sold 2,984 Applied Industrial Technologies shares in Q1 2024, an estimated $515K.
  • Foundry Partners first reported a position in Applied Industrial Technologies in Q1 2019 and held it in 13 quarters.
  • Foundry Partners's Applied Industrial Technologies position peaked at $540K in Q4 2019.
  • 423 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2024.

Based on Foundry Partners's 13F filing for Q1 2024, filed 8 May 2024.