JOYN Advisors’s Applied Industrial Technologies AIT Stock Holding History

JOYN 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
2018 Q4	–	Sell	-23	Closed	-$2K	–	1737
2018 Q3	$2K	Buy	23 +8	+53%	+$605	﹤0.01%	1422
2018 Q2	$1K	Buy	+15	New	+$1.06K	﹤0.01%	1511

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

JOYN Advisors's AIT Position: Q4 2018 in Review

JOYN Advisors sold out of Applied Industrial Technologies (AIT) in Q4 2018, closing a stake of 23 shares — an estimated $2K sold.

JOYN Advisors first reported a position in AIT in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 240 funds tracked by Wall St. Rank hold AIT as of Q4 2018.

JOYN Advisors reported no remaining Applied Industrial Technologies position as of Q4 2018 after selling out during the quarter.
JOYN Advisors sold 23 Applied Industrial Technologies shares in Q4 2018, an estimated $2K.
JOYN Advisors first reported a position in Applied Industrial Technologies in Q2 2018 and held it in 2 quarters.
JOYN Advisors's Applied Industrial Technologies position peaked at $2K in Q3 2018.
240 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.