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

Private 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
Q1 		– Sell
-18
Closed -$4.31K – 2471
2024
Q4 		$4.31K Sell
18
-3
-14% -$748 ﹤0.01% 2022
2024
Q3 		$4.69K Sell
21
-3
-13% -$612 ﹤0.01% 1969
2024
Q2 		$4.66K Hold
24
– – ﹤0.01% 1958
2024
Q1 		$4.74K Sell
24
-7
-23% -$1.28K ﹤0.01% 1945
2023
Q4 		$5.35K Sell
31
-2
-6% -$324 ﹤0.01% 1895
2023
Q3 		$5.1K Buy
33
+19
+136% +$2.85K ﹤0.01% 1872
2023
Q2 		$2.03K Hold
14
– – ﹤0.01% 2111
2023
Q1 		$634 Buy
+14
New +$1.9K ﹤0.01% 2185
2014
Q4 		– Sell
-152
Closed -$7K – 320
2014
Q3 		$7K Sell
152
-702
-82% -$34.4K ﹤0.01% 1200
2014
Q2 		$43K Buy
854
+700
+455% +$33.8K 0.01% 596
2014
Q1 		$7K Buy
154
+10
+7% +$491 ﹤0.01% 1072
2013
Q4 		$7K Sell
144
-41
-22% -$2K ﹤0.01% 1062
2013
Q3 		$10K Sell
185
-1
-0.5% -$51 ﹤0.01% 904
2013
Q2 		$9K Buy
+186
New +$8.47K ﹤0.01% 877

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Private Trust Company's AIT Position: Q1 2025 in Review

Private Trust Company sold out of Applied Industrial Technologies (AIT) in Q1 2025, closing a stake of 18 shares — an estimated $4.31K sold.

Private Trust Company first reported a position in AIT in Q2 2013 and held it in 14 quarters. The position peaked at $43K in Q2 2014. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Private Trust Company reported no remaining Applied Industrial Technologies position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 18 Applied Industrial Technologies shares in Q1 2025, an estimated $4.31K.
  • Private Trust Company first reported a position in Applied Industrial Technologies in Q2 2013 and held it in 14 quarters.
  • Private Trust Company's Applied Industrial Technologies position peaked at $43K in Q2 2014.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.