Retirement Capital Strategies’s Applied Industrial Technologies AIT Stock Holding History

Retirement Capital Strategies’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
2022 Q4	–	Sell	-2,077	Closed	-$213K	–	43
2022 Q3	$213K	Buy	+2,077	New	+$213K	0.1%	47
2022 Q2	–	Sell	-2,077	Closed	-$206K	–	59
2022 Q1	$206K	Hold	2,077	–	–	0.08%	60
2021 Q4	$213K	Buy	+2,077	New	+$208K	0.08%	75

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Retirement Capital Strategies's AIT Position: Q4 2022 in Review

Retirement Capital Strategies sold out of Applied Industrial Technologies (AIT) in Q4 2022, closing a stake of 2,077 shares — an estimated $213K sold.

Retirement Capital Strategies first reported a position in AIT in Q4 2021 and held it in 3 quarters. The position peaked at $213K in Q3 2022. 335 funds tracked by Wall St. Rank hold AIT as of Q4 2022.

Retirement Capital Strategies reported no remaining Applied Industrial Technologies position as of Q4 2022 after selling out during the quarter.
Retirement Capital Strategies sold 2,077 Applied Industrial Technologies shares in Q4 2022, an estimated $213K.
Retirement Capital Strategies first reported a position in Applied Industrial Technologies in Q4 2021 and held it in 3 quarters.
Retirement Capital Strategies's Applied Industrial Technologies position peaked at $213K in Q3 2022.
335 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2022.

Based on Retirement Capital Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.