GWS
AIT icon

Glassman Wealth Services’s Applied Industrial Technologies AIT Stock Holding History

Glassman Wealth Services’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
2020
Q1 		– Sell
-4
Closed – – 1099
2019
Q4 		$0 Buy
+4
New +$245 ﹤0.01% 1149

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Glassman Wealth Services's AIT Position: Q1 2020 in Review

Glassman Wealth Services sold out of Applied Industrial Technologies (AIT) in Q1 2020, closing a stake of 4 shares.

Glassman Wealth Services first reported a position in AIT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 204 funds tracked by Wall St. Rank hold AIT as of Q1 2020.

  • Glassman Wealth Services reported no remaining Applied Industrial Technologies position as of Q1 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 4 Applied Industrial Technologies shares in Q1 2020.
  • Glassman Wealth Services first reported a position in Applied Industrial Technologies in Q4 2019 and held it in 1 quarter.
  • Glassman Wealth Services's Applied Industrial Technologies position peaked at $0 in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.