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MPS Loria Financial Planners’s Applied Industrial Technologies AIT Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-300
Closed -$27K – 100
2021
Q1 		$27K Hold
300
– – 0.01% 212
2020
Q4 		$23K Hold
300
– – 0.01% 222
2020
Q3 		$17K Hold
300
– – 0.01% 206
2020
Q2 		$19K Buy
+300
New +$16.4K 0.01% 203
2017
Q3 		– Sell
-300
Closed -$17K – 81
2017
Q2 		$17K Buy
+300
New +$18.4K 0.01% 244

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MPS Loria Financial Planners's AIT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Applied Industrial Technologies (AIT) in Q2 2021, closing a stake of 300 shares — an estimated $27K sold.

MPS Loria Financial Planners first reported a position in AIT in Q2 2017 and held it in 5 quarters. The position peaked at $27K in Q1 2021. 243 funds tracked by Wall St. Rank hold AIT as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Applied Industrial Technologies position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 300 Applied Industrial Technologies shares in Q2 2021, an estimated $27K.
  • MPS Loria Financial Planners first reported a position in Applied Industrial Technologies in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Applied Industrial Technologies position peaked at $27K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.