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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Victory Capital Management

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

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

Fuller & Thaler Asset Management

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

Wellington Management Group

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

Fidelity Investments

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

Dimensional Fund Advisors

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

Macquarie Group

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