Loring Wolcott & Coolidge Fiduciary Advisors’s Applied Industrial Technologies AIT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q1	–	Sell	-101	Closed	-$10K	–	634
2021 Q4	$10K	Hold	101	–	–	﹤0.01%	595
2021 Q3	$9K	Hold	101	–	–	﹤0.01%	600
2021 Q2	$9K	Buy	+101	New	+$9.64K	﹤0.01%	638
2021 Q1	–	Sell	-101	Closed	-$8K	–	308
2020 Q4	$8K	Buy	+101	New	+$7.11K	﹤0.01%	598

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Loring Wolcott & Coolidge Fiduciary Advisors's AIT Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2022, closing a stake of 101 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AIT in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 269 funds tracked by Wall St. Rank hold AIT as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Applied Industrial Technologies position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 101 Applied Industrial Technologies shares in Q1 2022, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Applied Industrial Technologies in Q4 2020 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Applied Industrial Technologies position peaked at $10K in Q4 2021.
269 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.