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Locust Wood Capital Advisers’s Applied Industrial Technologies AIT Stock Holding History

Locust Wood Capital Advisers’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
Q2 		– Sell
-3,400
Closed -$766K – 58
2025
Q1 		$766K Buy
+3,400
New +$838K 0.02% 40

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First Trust Advisors
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JP Morgan Chase
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Geode Capital Management
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Wellington Management Group
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Locust Wood Capital Advisers's AIT Position: Q2 2025 in Review

Locust Wood Capital Advisers sold out of Applied Industrial Technologies (AIT) in Q2 2025, closing a stake of 3,400 shares — an estimated $766K sold.

Locust Wood Capital Advisers first reported a position in AIT in Q1 2025 and held it in 1 quarter. The position peaked at $766K in Q1 2025. 540 funds tracked by Wall St. Rank hold AIT as of Q2 2025.

  • Locust Wood Capital Advisers reported no remaining Applied Industrial Technologies position as of Q2 2025 after selling out during the quarter.
  • Locust Wood Capital Advisers sold 3,400 Applied Industrial Technologies shares in Q2 2025, an estimated $766K.
  • Locust Wood Capital Advisers first reported a position in Applied Industrial Technologies in Q1 2025 and held it in 1 quarter.
  • Locust Wood Capital Advisers's Applied Industrial Technologies position peaked at $766K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2025.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.