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Neo Ivy Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Neo Ivy Capital Management’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
Q3 		– Sell
-3,092
Closed -$719K – 381
2025
Q2 		$719K Buy
+3,092
New +$703K 0.23% 156

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neo Ivy Capital Management's AIT Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 3,092 shares — an estimated $719K sold.

Neo Ivy Capital Management first reported a position in AIT in Q2 2025 and held it in 1 quarter. The position peaked at $719K in Q2 2025. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

  • Neo Ivy Capital Management reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 3,092 Applied Industrial Technologies shares in Q3 2025, an estimated $719K.
  • Neo Ivy Capital Management first reported a position in Applied Industrial Technologies in Q2 2025 and held it in 1 quarter.
  • Neo Ivy Capital Management's Applied Industrial Technologies position peaked at $719K in Q2 2025.
  • 555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.