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Ladenburg Thalmann Financial Services’s Applied Industrial Technologies AIT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$105K Sell
1,575
-10
-0.6% -$613 ﹤0.01% 2973
2019
Q3 		$90K Buy
1,585
+10
+0.6% +$563 ﹤0.01% 3005
2019
Q2 		$97K Sell
1,575
-135
-8% -$7.89K ﹤0.01% 2984
2019
Q1 		$101K Buy
1,710
+930
+119% +$53.9K ﹤0.01% 2873
2018
Q4 		$42K Sell
780
-114
-13% -$7.45K ﹤0.01% 3379
2018
Q3 		$71K Buy
894
+29
+3% +$2.19K ﹤0.01% 3084
2018
Q2 		$62K Hold
865
– – ﹤0.01% 3111
2018
Q1 		$62K Sell
865
-105
-11% -$7.53K ﹤0.01% 3111
2017
Q4 		$66K Sell
970
-45
-4% -$2.86K ﹤0.01% 3029
2017
Q3 		$67K Buy
1,015
+59
+6% +$3.42K ﹤0.01% 2880
2017
Q2 		$56K Buy
956
+262
+38% +$16.1K ﹤0.01% 2937
2017
Q1 		$43K Sell
694
-621
-47% -$38.3K ﹤0.01% 3020
2016
Q4 		$68K Hold
1,315
– – ﹤0.01% 2609
2016
Q3 		$61K Buy
1,315
+418
+47% +$19.5K ﹤0.01% 2640
2016
Q2 		$40K Buy
897
+542
+153% +$24.3K ﹤0.01% 2845
2016
Q1 		$15K Buy
355
+24
+7% +$946 ﹤0.01% 3432
2015
Q4 		$13K Buy
331
+105
+46% +$4.29K ﹤0.01% 3507
2015
Q3 		$9K Sell
226
-16
-7% -$632 ﹤0.01% 3579
2015
Q2 		$10K Sell
242
-23
-9% -$977 ﹤0.01% 3668
2015
Q1 		$12K Sell
265
-77
-23% -$3.29K ﹤0.01% 3492
2014
Q4 		$16K Hold
342
– – ﹤0.01% 3128
2014
Q3 		$16K Sell
342
-38
-10% -$1.86K ﹤0.01% 2811
2014
Q2 		$19K Buy
380
+39
+11% +$1.89K ﹤0.01% 2693
2014
Q1 		$16K Sell
341
-336
-50% -$16.5K ﹤0.01% 2697
2013
Q4 		$33K Sell
677
-10
-1% -$487 ﹤0.01% 2205
2013
Q3 		$35K Sell
687
-22
-3% -$1.11K ﹤0.01% 2060
2013
Q2 		$34K Buy
+709
New +$32.3K ﹤0.01% 1979

Other funds holding AIT

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AIT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Applied Industrial Technologies (AIT) stake by 0.63% in Q4 2019, selling an estimated $613 and leaving 1,575 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2973.

Ladenburg Thalmann Financial Services first reported a position in AIT in Q2 2013 and has held it in 27 quarters since. 232 funds tracked by Wall St. Rank hold AIT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,575 shares of Applied Industrial Technologies worth $105K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 10 Applied Industrial Technologies shares in Q4 2019, an estimated $613.
  • Applied Industrial Technologies made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2973 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 27 quarters since.
  • 232 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.