JCIA
AIT icon

Jackson Creek Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History

Jackson Creek Investment Advisors’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
2025
Q2 		– Sell
-6,650
Closed -$1.5M – 311
2025
Q1 		$1.5M Buy
+6,650
New +$1.64M 0.48% 62
2024
Q2 		– Sell
-6,975
Closed -$1.38M – 302
2024
Q1 		$1.38M Sell
6,975
-14
-0.2% -$2.56K 0.49% 24
2023
Q4 		$1.21M Sell
6,989
-3
-0% -$486 0.46% 37
2023
Q3 		$1.08M Sell
6,992
-7
-0.1% -$1.05K 0.46% 45
2023
Q2 		$1.01M Buy
6,999
+415
+6% +$55.4K 0.41% 74
2023
Q1 		$936K Buy
+6,584
New +$893K 0.39% 83
2022
Q2 		– Sell
-11,836
Closed -$1.22M – 301
2022
Q1 		$1.22M Buy
11,836
+645
+6% +$64.2K 0.44% 61
2021
Q4 		$1.15M Sell
11,191
-645
-5% -$64.6K 0.41% 86
2021
Q3 		$1.07M Buy
11,836
+106
+0.9% +$9.33K 0.4% 112
2021
Q2 		$1.07M Sell
11,730
-1,354
-10% -$129K 0.4% 111
2021
Q1 		$1.19M Buy
+13,084
New +$1.11M 0.41% 84

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jackson Creek Investment Advisors's AIT Position: Q2 2025 in Review

Jackson Creek Investment Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 6,650 shares — an estimated $1.5M sold.

Jackson Creek Investment Advisors first reported a position in AIT in Q1 2021 and held it in 11 quarters. The position peaked at $1.5M in Q1 2025. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Jackson Creek Investment Advisors reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 6,650 Applied Industrial Technologies shares in Q2 2025, an estimated $1.5M.
  • Jackson Creek Investment Advisors first reported a position in Applied Industrial Technologies in Q1 2021 and held it in 11 quarters.
  • Jackson Creek Investment Advisors's Applied Industrial Technologies position peaked at $1.5M in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.