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LFAS
Level Four Advisory Services’s
Applied Industrial Technologies
AIT
Stock Holding History
Level Four Advisory 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
2024
Q2
–
Sell
-3,941
Closed
-$681K
–
745
2024
Q1
$681K
Buy
3,941
+90
+2%
+$16.4K
0.04%
376
2023
Q4
$665K
Sell
3,851
-777
-17%
-$126K
0.04%
381
2023
Q3
$715K
Sell
4,628
-151
-3%
-$22.6K
0.05%
355
2023
Q2
$692K
Buy
4,779
+618
+15%
+$82.4K
0.04%
382
2023
Q1
$591K
Buy
4,161
+2,280
+121%
+$309K
0.04%
381
2022
Q4
$237K
Sell
1,881
-82
-4%
-$10.1K
0.02%
577
2022
Q3
$202K
Sell
1,963
-5,001
-72%
-$513K
0.02%
504
2022
Q2
$670K
Buy
+6,964
New
+$703K
0.06%
286
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1-Year Est. Return
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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