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Lindbrook Capital’s Applied Industrial Technologies AIT Stock Holding History

Lindbrook Capital’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
2025
Q1 		$83.8K Buy
372
+208
+127% +$51.3K 0.01% 744
2024
Q4 		$39.3K Buy
164
+1
+0.6% +$249 ﹤0.01% 922
2024
Q3 		$36.4K Hold
163
– – ﹤0.01% 965
2024
Q2 		$31.6K Buy
163
+9
+6% +$1.72K ﹤0.01% 992
2024
Q1 		$30.4K Hold
154
– – ﹤0.01% 1001
2023
Q4 		$26.6K Buy
154
+20
+15% +$3.24K ﹤0.01% 1032
2023
Q3 		$20.7K Hold
134
– – ﹤0.01% 1044
2023
Q2 		$19.4K Hold
134
– – ﹤0.01% 1108
2023
Q1 		$19K Hold
134
– – ﹤0.01% 1099
2022
Q4 		$16.9K Buy
134
+5
+4% +$613 ﹤0.01% 1150
2022
Q3 		$13K Buy
129
+25
+24% +$2.57K ﹤0.01% 1191
2022
Q2 		$10K Buy
104
+6
+6% +$606 ﹤0.01% 1239
2022
Q1 		$10K Hold
98
– – ﹤0.01% 1267
2021
Q4 		$10K Hold
98
– – ﹤0.01% 1248
2021
Q3 		$9K Hold
98
– – ﹤0.01% 1015
2021
Q2 		$9K Hold
98
– – ﹤0.01% 1071
2021
Q1 		$9K Hold
98
– – ﹤0.01% 1042
2020
Q4 		$8K Hold
98
– – ﹤0.01% 976
2020
Q3 		$5K Buy
98
+10
+11% +$610 ﹤0.01% 1083
2020
Q2 		$5K Sell
88
-105
-54% -$5.72K ﹤0.01% 1062
2020
Q1 		$9K Sell
193
-86
-31% -$5.09K ﹤0.01% 775
2019
Q4 		$19K Hold
279
– – 0.01% 748
2019
Q3 		$16K Sell
279
-18
-6% -$1.01K 0.01% 773
2019
Q2 		$18K Hold
297
– – 0.01% 728
2019
Q1 		$17K Hold
297
– – 0.01% 746
2018
Q4 		$16K Buy
+297
New +$19.4K 0.01% 690

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's AIT Position: Q1 2025 in Review

Lindbrook Capital increased its Applied Industrial Technologies (AIT) stake by 127% in Q1 2025, buying an estimated $51.3K and bringing the position to 372 shares worth $83.8K. The position accounts for 0.01% of the portfolio, ranked #744.

Lindbrook Capital first reported a position in AIT in Q4 2018 and has held it in 26 quarters since. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Lindbrook Capital held 372 shares of Applied Industrial Technologies worth $83.8K as of Q1 2025.
  • Lindbrook Capital bought 208 Applied Industrial Technologies shares in Q1 2025, an estimated $51.3K.
  • Applied Industrial Technologies made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #744 holding.
  • Lindbrook Capital first reported a position in Applied Industrial Technologies in Q4 2018 and has held it in 26 quarters since.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.