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Fulcrum Equity Management’s Applied Industrial Technologies AIT Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-55
Closed -$3K – 95
2019
Q3 		$3K Buy
+55
New +$3.1K ﹤0.01% 181

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Dimensional Fund Advisors
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State Street
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Macquarie Group
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fulcrum Equity Management's AIT Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Applied Industrial Technologies (AIT) in Q4 2019, closing a stake of 55 shares — an estimated $3K sold.

Fulcrum Equity Management first reported a position in AIT in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 232 funds tracked by Wall St. Rank hold AIT as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Applied Industrial Technologies position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 55 Applied Industrial Technologies shares in Q4 2019, an estimated $3K.
  • Fulcrum Equity Management first reported a position in Applied Industrial Technologies in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Applied Industrial Technologies position peaked at $3K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.