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Laurie J. Hall Trustee’s Applied Industrial Technologies AIT Stock Holding History

Laurie J. Hall Trustee’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
2021
Q4 		– Sell
-225
Closed -$21K – 325
2021
Q3 		$21K Hold
225
– – 0.01% 238
2021
Q2 		$21K Sell
225
-315
-58% -$30.1K 0.01% 257
2021
Q1 		$50K Hold
540
– – 0.02% 196
2020
Q4 		$42K Hold
540
– – 0.02% 206
2020
Q3 		$30K Buy
+540
New +$33K 0.01% 206

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $23.2B AUM 40.19% 1-Year Est. Return

Laurie J. Hall Trustee's AIT Position: Q4 2021 in Review

Laurie J. Hall Trustee sold out of Applied Industrial Technologies (AIT) in Q4 2021, closing a stake of 225 shares — an estimated $21K sold.

Laurie J. Hall Trustee first reported a position in AIT in Q3 2020 and held it in 5 quarters. The position peaked at $50K in Q1 2021. 248 funds tracked by Wall St. Rank hold AIT as of Q4 2021.

  • Laurie J. Hall Trustee reported no remaining Applied Industrial Technologies position as of Q4 2021 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 225 Applied Industrial Technologies shares in Q4 2021, an estimated $21K.
  • Laurie J. Hall Trustee first reported a position in Applied Industrial Technologies in Q3 2020 and held it in 5 quarters.
  • Laurie J. Hall Trustee's Applied Industrial Technologies position peaked at $50K in Q1 2021.
  • 248 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2021.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2021, filed 5 Jan 2022.