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O'Neil Global Advisors’s Applied Industrial Technologies AIT Stock Holding History

O'Neil Global 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
2023
Q2 		– Sell
-3,667
Closed -$521K – 78
2023
Q1 		$521K Buy
+3,667
New +$497K 0.27% 42

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

O'Neil Global Advisors's AIT Position: Q2 2023 in Review

O'Neil Global Advisors sold out of Applied Industrial Technologies (AIT) in Q2 2023, closing a stake of 3,667 shares — an estimated $521K sold.

O'Neil Global Advisors first reported a position in AIT in Q1 2023 and held it in 1 quarter. The position peaked at $521K in Q1 2023. 352 funds tracked by Wall St. Rank hold AIT as of Q2 2023.

  • O'Neil Global Advisors reported no remaining Applied Industrial Technologies position as of Q2 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 3,667 Applied Industrial Technologies shares in Q2 2023, an estimated $521K.
  • O'Neil Global Advisors first reported a position in Applied Industrial Technologies in Q1 2023 and held it in 1 quarter.
  • O'Neil Global Advisors's Applied Industrial Technologies position peaked at $521K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2023.

Based on O'Neil Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.