Rafferty Asset Management
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Rafferty Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Rafferty Asset Management’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
-878
Closed -$210K – 1061
2024
Q4 		$210K Buy
+878
New +$219K ﹤0.01% 1094
2018
Q3 		– Sell
-11,214
Closed -$787K – 686
2018
Q2 		$787K Buy
+11,214
New +$795K 0.01% 506

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State Street
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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

Rafferty Asset Management's AIT Position: Q1 2025 in Review

Rafferty Asset Management sold out of Applied Industrial Technologies (AIT) in Q1 2025, closing a stake of 878 shares — an estimated $210K sold.

Rafferty Asset Management first reported a position in AIT in Q2 2018 and held it in 2 quarters. The position peaked at $787K in Q2 2018. 511 funds tracked by Wall St. Rank hold AIT as of Q1 2025.

  • Rafferty Asset Management reported no remaining Applied Industrial Technologies position as of Q1 2025 after selling out during the quarter.
  • Rafferty Asset Management sold 878 Applied Industrial Technologies shares in Q1 2025, an estimated $210K.
  • Rafferty Asset Management first reported a position in Applied Industrial Technologies in Q2 2018 and held it in 2 quarters.
  • Rafferty Asset Management's Applied Industrial Technologies position peaked at $787K in Q2 2018.
  • 511 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2025.

Based on Rafferty Asset Management's 13F filing for Q1 2025, filed 14 May 2025.