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Planned Solutions’s Applied Industrial Technologies AIT Stock Holding History

Planned Solutions’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
-23
Closed -$5.13K – 131
2024
Q3 		$5.13K Buy
+23
New +$4.69K ﹤0.01% 500

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

Planned Solutions's AIT Position: Q4 2024 in Review

Planned Solutions sold out of Applied Industrial Technologies (AIT) in Q4 2024, closing a stake of 23 shares — an estimated $5.13K sold.

Planned Solutions first reported a position in AIT in Q3 2024 and held it in 1 quarter. The position peaked at $5.13K in Q3 2024. 498 funds tracked by Wall St. Rank hold AIT as of Q4 2024.

  • Planned Solutions reported no remaining Applied Industrial Technologies position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 23 Applied Industrial Technologies shares in Q4 2024, an estimated $5.13K.
  • Planned Solutions first reported a position in Applied Industrial Technologies in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Applied Industrial Technologies position peaked at $5.13K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.