Kaizen Advisory’s Applied Industrial Technologies AIT Stock Holding History

Kaizen Advisory’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 Q3	–	Sell	-15,457	Closed	-$1.08M	–	572
2018 Q2	$1.08M	Buy	15,457 +11,586	+299%	+$821K	0.55%	70
2018 Q1	$282K	Buy	+3,871	New	+$278K	0.28%	49

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

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

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

Norges Bank Oslo, Norway $935B AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Kaizen Advisory's AIT Position: Q3 2018 in Review

Kaizen Advisory sold out of Applied Industrial Technologies (AIT) in Q3 2018, closing a stake of 15,457 shares — an estimated $1.08M sold.

Kaizen Advisory first reported a position in AIT in Q1 2018 and held it in 2 quarters. The position peaked at $1.08M in Q2 2018. 247 funds tracked by Wall St. Rank hold AIT as of Q3 2018.

Kaizen Advisory reported no remaining Applied Industrial Technologies position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 15,457 Applied Industrial Technologies shares in Q3 2018, an estimated $1.08M.
Kaizen Advisory first reported a position in Applied Industrial Technologies in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's Applied Industrial Technologies position peaked at $1.08M in Q2 2018.
247 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.