Lee Financial’s Applied Industrial Technologies AIT Stock Holding History

Lee Financial’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	-125	Closed	-$9K	–	466
2018 Q2	$9K	Hold	125	–	–	﹤0.01%	493
2018 Q1	$9K	Buy	+125	New	+$8.96K	﹤0.01%	485

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

Lee Financial's AIT Position: Q3 2018 in Review

Lee Financial sold out of Applied Industrial Technologies (AIT) in Q3 2018, closing a stake of 125 shares — an estimated $9K sold.

Lee Financial first reported a position in AIT in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q2 2018. 247 funds tracked by Wall St. Rank hold AIT as of Q3 2018.

Lee Financial reported no remaining Applied Industrial Technologies position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 125 Applied Industrial Technologies shares in Q3 2018, an estimated $9K.
Lee Financial first reported a position in Applied Industrial Technologies in Q1 2018 and held it in 2 quarters.
Lee Financial's Applied Industrial Technologies position peaked at $9K in Q2 2018.
247 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.