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JP Morgan Private Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

JP Morgan Private Wealth 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
2023
Q2 		– Sell
-8,167
Closed -$1.16M – 1476
2023
Q1 		$1.16M Sell
8,167
-538
-6% -$73K ﹤0.01% 1105
2022
Q4 		$1.1M Sell
8,705
-217
-2% -$26.6K ﹤0.01% 1101
2022
Q3 		$917K Sell
8,922
-745
-8% -$76.5K ﹤0.01% 1176
2022
Q2 		$930K Sell
9,667
-1,751
-15% -$177K ﹤0.01% 1174
2022
Q1 		$1.17M Sell
11,418
-34
-0.3% -$3.39K ﹤0.01% 1138
2021
Q4 		$1.18M Sell
11,452
-1,629
-12% -$163K ﹤0.01% 1162
2021
Q3 		$1.18M Sell
13,081
-140
-1% -$12.3K ﹤0.01% 1139
2021
Q2 		$1.2M Sell
13,221
-484
-4% -$46.2K ﹤0.01% 1102
2021
Q1 		$1.25M Buy
13,705
+412
+3% +$35K ﹤0.01% 946
2020
Q4 		$1.04M Buy
13,293
+162
+1% +$11.4K ﹤0.01% 998
2020
Q3 		$724K Sell
13,131
-167
-1% -$10.2K ﹤0.01% 1016
2020
Q2 		$830K Buy
+13,298
New +$725K ﹤0.01% 881
2015
Q4 		– Sell
-7,480
Closed -$285K – 1156
2015
Q3 		$285K Hold
7,480
– – ﹤0.01% 809
2015
Q2 		$297K Buy
7,480
+1,250
+20% +$53.1K ﹤0.01% 846
2015
Q1 		$282K Sell
6,230
-408
-6% -$17.4K ﹤0.01% 912
2014
Q4 		$303K Sell
6,638
-840
-11% -$39.2K ﹤0.01% 869
2014
Q3 		$341K Sell
7,478
-51
-0.7% -$2.5K ﹤0.01% 805
2014
Q2 		$382K Buy
7,529
+471
+7% +$22.8K 0.01% 642
2014
Q1 		$341K Buy
+7,058
New +$347K 0.01% 684

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AIT Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2023, closing a stake of 8,167 shares — an estimated $1.16M sold.

JP Morgan Private Wealth Advisors first reported a position in AIT in Q1 2014 and held it in 19 quarters. The position peaked at $1.25M in Q1 2021. 354 funds tracked by Wall St. Rank hold AIT as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,167 Applied Industrial Technologies shares in Q2 2023, an estimated $1.16M.
  • JP Morgan Private Wealth Advisors first reported a position in Applied Industrial Technologies in Q1 2014 and held it in 19 quarters.
  • JP Morgan Private Wealth Advisors's Applied Industrial Technologies position peaked at $1.25M in Q1 2021.
  • 354 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.