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Next Financial Group’s Applied Industrial Technologies AIT Stock Holding History

Next Financial Group’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
Q4 		$1K Hold
12
– – ﹤0.01% 2686
2021
Q3 		$1K Hold
12
– – ﹤0.01% 2562
2021
Q2 		$1K Hold
12
– – ﹤0.01% 2481
2021
Q1 		$1K Buy
+12
New +$1.02K ﹤0.01% 2366
2019
Q3 		– Sell
-31
Closed -$2K – 2294
2019
Q2 		$2K Hold
31
– – ﹤0.01% 2087
2019
Q1 		$2K Buy
+31
New +$1.8K ﹤0.01% 1427
2017
Q1 		– Sell
-200
Closed -$12K – 1873
2016
Q4 		$12K Hold
200
– – ﹤0.01% 1555
2016
Q3 		$9K Hold
200
– – ﹤0.01% 1674
2016
Q2 		$9K Hold
200
– – ﹤0.01% 1212
2016
Q1 		$8K Hold
200
– – ﹤0.01% 1220
2015
Q4 		$8K Buy
200
+100
+100% +$4.08K ﹤0.01% 1239
2015
Q3 		$3K Hold
100
– – ﹤0.01% 1527
2015
Q2 		$3K Hold
100
– – ﹤0.01% 1580
2015
Q1 		$4K Buy
+100
New +$4.27K ﹤0.01% 1525

Other funds holding AIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Next Financial Group's AIT Position: Q4 2021 in Review

Next Financial Group held its Applied Industrial Technologies (AIT) position steady in Q4 2021 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Next Financial Group first reported a position in AIT in Q1 2015 and has held it in 14 quarters since. The position peaked at $12K in Q4 2016. 249 funds tracked by Wall St. Rank hold AIT as of Q4 2021.

  • Next Financial Group held 12 shares of Applied Industrial Technologies worth $1K as of Q4 2021.
  • Next Financial Group left its Applied Industrial Technologies share count unchanged in Q4 2021.
  • Applied Industrial Technologies made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2686 holding.
  • Next Financial Group first reported a position in Applied Industrial Technologies in Q1 2015 and has held it in 14 quarters since.
  • Next Financial Group's Applied Industrial Technologies position peaked at $12K in Q4 2016.
  • 249 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.