Patriot Financial Group Insurance Agency’s Applied Industrial Technologies AIT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-121	Closed	-$12K	–	451
2022 Q2	$12K	Sell	121 -25	-17%	-$2.52K	﹤0.01%	1168
2022 Q1	$15K	Sell	146 -17	-10%	-$1.69K	﹤0.01%	1194
2021 Q4	$17K	Hold	163	–	–	﹤0.01%	1274
2021 Q3	$15K	Buy	163 +25	+18%	+$2.2K	﹤0.01%	1316
2021 Q2	$13K	Hold	138	–	–	﹤0.01%	1336
2021 Q1	$13K	Hold	138	–	–	﹤0.01%	1261
2020 Q4	$11K	Sell	138 -4	-3%	-$281	﹤0.01%	1172
2020 Q3	$8K	Hold	142	–	–	﹤0.01%	1078
2020 Q2	$9K	Buy	142 +12	+9%	+$654	﹤0.01%	991
2020 Q1	$6K	Buy	+130	New	+$7.69K	﹤0.01%	998

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AIT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Applied Industrial Technologies (AIT) in Q3 2022, closing a stake of 121 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in AIT in Q1 2020 and held it in 10 quarters. The position peaked at $17K in Q4 2021. 296 funds tracked by Wall St. Rank hold AIT as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Applied Industrial Technologies position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 121 Applied Industrial Technologies shares in Q3 2022, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in Applied Industrial Technologies in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Applied Industrial Technologies position peaked at $17K in Q4 2021.
296 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.