Jacobs Levy Equity Management
AIT icon

Jacobs Levy Equity Management’s Applied Industrial Technologies AIT Stock Holding History

Jacobs Levy Equity Management’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
2018
Q4 		– Sell
-5,090
Closed -$398K – 970
2018
Q3 		$398K Sell
5,090
-18,029
-78% -$1.36M 0.01% 821
2018
Q2 		$1.62M Buy
23,119
+17,514
+312% +$1.24M 0.03% 542
2018
Q1 		$409K Buy
5,605
+380
+7% +$27.3K 0.01% 808
2017
Q4 		$356K Buy
+5,225
New +$332K 0.01% 818
2016
Q1 		– Sell
-8,120
Closed -$329K – 1096
2015
Q4 		$329K Hold
8,120
– – 0.01% 637
2015
Q3 		$310K Hold
8,120
– – 0.01% 648
2015
Q2 		$322K Hold
8,120
– – 0.01% 640
2015
Q1 		$368K Sell
8,120
-21,130
-72% -$903K 0.01% 619
2014
Q4 		$1.33M Hold
29,250
– – 0.02% 451
2014
Q3 		$1.33M Buy
+29,250
New +$1.43M 0.02% 449

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return