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GYL Financial Synergies’s Applied Industrial Technologies AIT Stock Holding History

GYL Financial Synergies’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
Q3 		$235K Sell
1,052
-107
-9% -$21.8K 0.02% 337
2024
Q2 		$225K Sell
1,159
-19
-2% -$3.62K 0.02% 342
2024
Q1 		$233K Buy
1,178
+11
+0.9% +$2.01K 0.02% 337
2023
Q4 		$202K Buy
+1,167
New +$189K 0.02% 359

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

GYL Financial Synergies's AIT Position: Q3 2024 in Review

GYL Financial Synergies reduced its Applied Industrial Technologies (AIT) stake by 9.2% in Q3 2024, selling an estimated $21.8K and leaving 1,052 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #337.

GYL Financial Synergies first reported a position in AIT in Q4 2023 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold AIT as of Q3 2024.

  • GYL Financial Synergies held 1,052 shares of Applied Industrial Technologies worth $235K as of Q3 2024.
  • GYL Financial Synergies sold 107 Applied Industrial Technologies shares in Q3 2024, an estimated $21.8K.
  • Applied Industrial Technologies made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #337 holding.
  • GYL Financial Synergies first reported a position in Applied Industrial Technologies in Q4 2023 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.