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Retirement Group’s Applied Industrial Technologies AIT Stock Holding History

Retirement Group’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
Q3 		– Sell
-13
Closed -$1K – 482
2022
Q2 		$1K Hold
13
– – ﹤0.01% 660
2022
Q1 		$1K Hold
13
– – ﹤0.01% 661
2021
Q4 		$1K Hold
13
– – ﹤0.01% 637
2021
Q3 		$1K Hold
13
– – ﹤0.01% 552
2021
Q2 		$1K Hold
13
– – ﹤0.01% 593
2021
Q1 		$1K Hold
13
– – ﹤0.01% 661
2020
Q4 		$1K Hold
13
– – ﹤0.01% 597
2020
Q3 		$1K Hold
13
– – ﹤0.01% 585
2020
Q2 		$1K Buy
+13
New +$709 ﹤0.01% 568
2019
Q4 		$1K Buy
+13
New +$797 ﹤0.01% 568

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Retirement Group's AIT Position: Q3 2022 in Review

Retirement Group sold out of Applied Industrial Technologies (AIT) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Retirement Group first reported a position in AIT in Q4 2019 and held it in 10 quarters. The position peaked at $1K in Q2 2022. 295 funds tracked by Wall St. Rank hold AIT as of Q3 2022.

  • Retirement Group reported no remaining Applied Industrial Technologies position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 13 Applied Industrial Technologies shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Applied Industrial Technologies in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Applied Industrial Technologies position peaked at $1K in Q2 2022.
  • 295 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.