Raymond James Financial Services Advisors’s Applied Industrial Technologies AIT Stock Holding History

Raymond James Financial Services Advisors’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 Q3	–	Sell	-4,724	Closed	-$916K	–	3442
2024 Q2	$916K	Buy	4,724 +79	+2%	+$15.1K	﹤0.01%	2142
2024 Q1	$918K	Buy	4,645 +208	+5%	+$38K	﹤0.01%	2126
2023 Q4	$766K	Sell	4,437 -71	-2%	-$11.5K	﹤0.01%	2139
2023 Q3	$697K	Buy	4,508 +12	+0.3%	+$1.8K	﹤0.01%	2122
2023 Q2	$651K	Sell	4,496 -3,774	-46%	-$503K	﹤0.01%	2190
2023 Q1	$1.18M	Sell	8,270 -2	-0%	-$271	﹤0.01%	1807
2022 Q4	$1.04M	Buy	8,272 +5,633	+213%	+$691K	﹤0.01%	1814
2022 Q3	$271K	Hold	2,639	–	–	﹤0.01%	2633
2022 Q2	$254K	Hold	2,639	–	–	﹤0.01%	2706
2022 Q1	$271K	Buy	+2,639	New	+$263K	﹤0.01%	2786

Other funds holding AIT

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Raymond James Financial Services Advisors's AIT Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Applied Industrial Technologies (AIT) in Q3 2024, closing a stake of 4,724 shares — an estimated $916K sold.

Raymond James Financial Services Advisors first reported a position in AIT in Q1 2022 and held it in 10 quarters. The position peaked at $1.18M in Q1 2023. 450 funds tracked by Wall St. Rank hold AIT as of Q3 2024.

Raymond James Financial Services Advisors reported no remaining Applied Industrial Technologies position as of Q3 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 4,724 Applied Industrial Technologies shares in Q3 2024, an estimated $916K.
Raymond James Financial Services Advisors first reported a position in Applied Industrial Technologies in Q1 2022 and held it in 10 quarters.
Raymond James Financial Services Advisors's Applied Industrial Technologies position peaked at $1.18M in Q1 2023.
450 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.