HF
AIT icon

Halpern Financial’s Applied Industrial Technologies AIT Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-23
Closed -$2.21K – 216
2022
Q2 		$2.21K Buy
+23
New +$2.32K ﹤0.01% 227

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Halpern Financial's AIT Position: Q3 2022 in Review

Halpern Financial sold out of Applied Industrial Technologies (AIT) in Q3 2022, closing a stake of 23 shares — an estimated $2.21K sold.

Halpern Financial first reported a position in AIT in Q2 2022 and held it in 1 quarter. The position peaked at $2.21K in Q2 2022. 295 funds tracked by Wall St. Rank hold AIT as of Q3 2022.

  • Halpern Financial reported no remaining Applied Industrial Technologies position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 23 Applied Industrial Technologies shares in Q3 2022, an estimated $2.21K.
  • Halpern Financial first reported a position in Applied Industrial Technologies in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Applied Industrial Technologies position peaked at $2.21K in Q2 2022.
  • 295 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.