Petrus Trust Company’s Applied Industrial Technologies AIT Stock Holding History

Petrus Trust Company’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
2025 Q3	–	Sell	-1,042	Closed	-$242K	–	179
2025 Q2	$242K	Buy	+1,042	New	+$237K	0.03%	402
2025 Q1	–	Sell	-3,011	Closed	-$721K	–	582
2024 Q4	$721K	Buy	+3,011	New	+$751K	0.07%	97
2024 Q3	–	Sell	-2,361	Closed	-$458K	–	548
2024 Q2	$458K	Buy	2,361 +798	+51%	+$152K	0.04%	264
2024 Q1	$309K	Sell	1,563 -1,002	-39%	-$183K	0.03%	427
2023 Q4	$443K	Buy	2,565 +1,027	+67%	+$166K	0.04%	273
2023 Q3	$238K	Buy	+1,538	New	+$231K	0.03%	483
2020 Q4	–	Sell	-4,321	Closed	-$238K	–	80
2020 Q3	$238K	Buy	+4,321	New	+$264K	0.02%	145
2019 Q4	–	Sell	-3,796	Closed	-$216K	–	283
2019 Q3	$216K	Buy	+3,796	New	+$214K	0.04%	196
2019 Q2	–	Sell	-4,429	Closed	-$263K	–	272
2019 Q1	$263K	Buy	+4,429	New	+$257K	0.05%	145

Other funds holding AIT

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Petrus Trust Company's AIT Position: Q3 2025 in Review

Petrus Trust Company sold out of Applied Industrial Technologies (AIT) in Q3 2025, closing a stake of 1,042 shares — an estimated $242K sold.

Petrus Trust Company first reported a position in AIT in Q1 2019 and held it in 9 quarters. The position peaked at $721K in Q4 2024. 555 funds tracked by Wall St. Rank hold AIT as of Q3 2025.

Petrus Trust Company reported no remaining Applied Industrial Technologies position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 1,042 Applied Industrial Technologies shares in Q3 2025, an estimated $242K.
Petrus Trust Company first reported a position in Applied Industrial Technologies in Q1 2019 and held it in 9 quarters.
Petrus Trust Company's Applied Industrial Technologies position peaked at $721K in Q4 2024.
555 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.