Foundry Partners’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,984
| Closed | -$515K | – | 294 |
|
|
2023
Q4 | $515K | Buy |
2,984
+845
| +40% | +$146K | 0.03% | 227 |
|
|
2023
Q3 | $331K | Buy |
2,139
+409
| +24% | +$63.2K | 0.02% | 252 |
|
|
2023
Q2 | $251K | Sell |
1,730
-1,245
| -42% | -$180K | 0.02% | 299 |
|
|
2023
Q1 | $423K | Hold |
2,975
| – | – | 0.03% | 258 |
|
|
2022
Q4 | $375K | Sell |
2,975
-470
| -14% | -$59.2K | 0.02% | 249 |
|
|
2022
Q3 | $354K | Sell |
3,445
-20
| -0.6% | -$2.06K | 0.02% | 258 |
|
|
2022
Q2 | $333K | Buy |
3,465
+350
| +11% | +$33.6K | 0.02% | 260 |
|
|
2022
Q1 | $320K | Buy |
+3,115
| New | +$320K | 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% | +$2.74K | 0.02% | 341 |
|
|
2019
Q3 | $457K | Sell |
8,050
-200
| -2% | -$11.4K | 0.02% | 343 |
|
|
2019
Q2 | $508K | Hold |
8,250
| – | – | 0.02% | 342 |
|
|
2019
Q1 | $491K | Buy |
+8,250
| New | +$491K | 0.02% | 346 |
|