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Paloma Partners’s Applied Industrial Technologies AIT Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-1,500
Closed -$335K – 295
2024
Q3 		$335K Buy
+1,500
New +$306K 0.01% 761
2024
Q2 		– Sell
-10,037
Closed -$1.98M – 1232
2024
Q1 		$1.98M Buy
+10,037
New +$1.83M 0.1% 236
2020
Q4 		– Sell
-15,936
Closed -$878K – 1600
2020
Q3 		$878K Buy
+15,936
New +$973K 0.02% 815
2019
Q4 		– Sell
-6,352
Closed -$361K – 2114
2019
Q3 		$361K Buy
+6,352
New +$357K 0.01% 1405
2018
Q3 		– Sell
-3,536
Closed -$248K – 1504
2018
Q2 		$248K Buy
+3,536
New +$251K ﹤0.01% 1373
2017
Q4 		– Sell
-12,931
Closed -$851K – 1844
2017
Q3 		$851K Sell
12,931
-676
-5% -$39.2K 0.01% 1237
2017
Q2 		$804K Buy
+13,607
New +$834K 0.01% 1304
2017
Q1 		– Sell
-28,668
Closed -$1.7M – 1937
2016
Q4 		$1.7M Buy
+28,668
New +$1.56M 0.02% 792
2016
Q3 		– Sell
-16,938
Closed -$765K – 1808
2016
Q2 		$765K Buy
16,938
+10,663
+170% +$478K 0.01% 1324
2016
Q1 		$272K Buy
6,275
+1,034
+20% +$40.8K ﹤0.01% 1566
2015
Q4 		$212K Buy
+5,241
New +$214K 0.01% 1520
2015
Q3 		– Sell
-50,723
Closed -$2.01M – 1584
2015
Q2 		$2.01M Buy
+50,723
New +$2.15M 0.04% 438
2015
Q1 		– Sell
-6,352
Closed -$289K – 1177
2014
Q4 		$289K Buy
+6,352
New +$297K 0.01% 865
2014
Q3 		– Sell
-6,062
Closed -$308K – 990
2014
Q2 		$308K Buy
+6,062
New +$293K 0.01% 787

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Paloma Partners's AIT Position: Q4 2024 in Review

Paloma Partners sold out of Applied Industrial Technologies (AIT) in Q4 2024, closing a stake of 1,500 shares — an estimated $335K sold.

Paloma Partners first reported a position in AIT in Q2 2014 and held it in 14 quarters. The position peaked at $2.01M in Q2 2015. 498 funds tracked by Wall St. Rank hold AIT as of Q4 2024.

  • Paloma Partners reported no remaining Applied Industrial Technologies position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 1,500 Applied Industrial Technologies shares in Q4 2024, an estimated $335K.
  • Paloma Partners first reported a position in Applied Industrial Technologies in Q2 2014 and held it in 14 quarters.
  • Paloma Partners's Applied Industrial Technologies position peaked at $2.01M in Q2 2015.
  • 498 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.