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

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Level Four Advisory Services's AIT Position: Q2 2024 in Review

Level Four Advisory Services sold out of Applied Industrial Technologies (AIT) in Q2 2024, closing a stake of 3,941 shares — an estimated $681K sold.

Level Four Advisory Services first reported a position in AIT in Q2 2022 and held it in 8 quarters. The position peaked at $715K in Q3 2023. 428 funds tracked by Wall St. Rank hold AIT as of Q2 2024.

Level Four Advisory Services reported no remaining Applied Industrial Technologies position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 3,941 Applied Industrial Technologies shares in Q2 2024, an estimated $681K.
Level Four Advisory Services first reported a position in Applied Industrial Technologies in Q2 2022 and held it in 8 quarters.
Level Four Advisory Services's Applied Industrial Technologies position peaked at $715K in Q3 2023.
428 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.