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Palouse Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Palouse 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
2016
Q1 		– Sell
-5,104
Closed -$207K – 95
2015
Q4 		$207K Sell
5,104
-550
-10% -$22.4K 0.08% 102
2015
Q3 		$216K Sell
5,654
-45,680
-89% -$1.81M 0.08% 103
2015
Q2 		$2.04M Buy
51,334
+799
+2% +$33.9K 0.72% 62
2015
Q1 		$2.29M Buy
50,535
+44,290
+709% +$1.89M 0.81% 56
2014
Q4 		$285K Buy
+6,245
New +$292K 0.1% 116

Other funds holding AIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Palouse Capital Management's AIT Position: Q1 2016 in Review

Palouse Capital Management sold out of Applied Industrial Technologies (AIT) in Q1 2016, closing a stake of 5,104 shares — an estimated $207K sold.

Palouse Capital Management first reported a position in AIT in Q4 2014 and held it in 5 quarters. The position peaked at $2.29M in Q1 2015. 188 funds tracked by Wall St. Rank hold AIT as of Q1 2016.

  • Palouse Capital Management reported no remaining Applied Industrial Technologies position as of Q1 2016 after selling out during the quarter.
  • Palouse Capital Management sold 5,104 Applied Industrial Technologies shares in Q1 2016, an estimated $207K.
  • Palouse Capital Management first reported a position in Applied Industrial Technologies in Q4 2014 and held it in 5 quarters.
  • Palouse Capital Management's Applied Industrial Technologies position peaked at $2.29M in Q1 2015.
  • 188 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2016.

Based on Palouse Capital Management's 13F filing for Q1 2016, filed 9 May 2016.