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

Polen Capital Management’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$364K Sell
1,565
-19,595
-93% -$4.55M ﹤0.01% 216
2025
Q1 		$4.77M Buy
21,160
+2,604
+14% +$587K 0.02% 60
2024
Q4 		$4.44M Buy
18,556
+2,352
+15% +$563K 0.01% 69
2024
Q3 		$3.62M Buy
16,204
+8,609
+113% +$1.92M 0.01% 73
2024
Q2 		$1.47M Buy
+7,595
New +$1.47M ﹤0.01% 92