IR
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Invictus RG’s Applied Industrial Technologies AIT Stock Holding History

Invictus RG’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
2017
Q4 		– Sell
-357
Closed -$23K – 246
2017
Q3 		$23K Buy
+357
New +$20.7K 0.02% 411
2017
Q2 		– Sell
-247
Closed -$15K – 619
2017
Q1 		$15K Buy
+247
New +$15.2K 0.01% 624
2016
Q4 		– Sell
-75
Closed -$4K – 616
2016
Q3 		$4K Sell
75
-2,586
-97% -$121K ﹤0.01% 643
2016
Q2 		$120K Sell
2,661
-2,032
-43% -$91K 0.13% 274
2016
Q1 		$204K Buy
4,693
+3,401
+263% +$134K 0.25% 140
2015
Q4 		$52K Buy
+1,292
New +$52.7K 0.05% 364

Other funds holding AIT

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return