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

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return

Jacobs Levy Equity Management's AIT Position: Q4 2018 in Review

Jacobs Levy Equity Management sold out of Applied Industrial Technologies (AIT) in Q4 2018, closing a stake of 5,090 shares — an estimated $398K sold.

Jacobs Levy Equity Management first reported a position in AIT in Q3 2014 and held it in 10 quarters. The position peaked at $1.62M in Q2 2018. 240 funds tracked by Wall St. Rank hold AIT as of Q4 2018.

Jacobs Levy Equity Management reported no remaining Applied Industrial Technologies position as of Q4 2018 after selling out during the quarter.
Jacobs Levy Equity Management sold 5,090 Applied Industrial Technologies shares in Q4 2018, an estimated $398K.
Jacobs Levy Equity Management first reported a position in Applied Industrial Technologies in Q3 2014 and held it in 10 quarters.
Jacobs Levy Equity Management's Applied Industrial Technologies position peaked at $1.62M in Q2 2018.
240 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2018, filed 14 Feb 2019.