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RFP Financial Group’s Applied Industrial Technologies AIT Stock Holding History

RFP Financial 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
2023
Q4 		– Sell
-19
Closed -$2.94K – 887
2023
Q3 		$2.94K Hold
19
– – ﹤0.01% 586
2023
Q2 		$2.75K Hold
19
– – ﹤0.01% 641
2023
Q1 		$2.7K Hold
19
– – ﹤0.01% 477
2022
Q4 		$2.4K Buy
+19
New +$2.33K ﹤0.01% 624

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RFP Financial Group's AIT Position: Q4 2023 in Review

RFP Financial Group sold out of Applied Industrial Technologies (AIT) in Q4 2023, closing a stake of 19 shares — an estimated $2.94K sold.

RFP Financial Group first reported a position in AIT in Q4 2022 and held it in 4 quarters. The position peaked at $2.94K in Q3 2023. 388 funds tracked by Wall St. Rank hold AIT as of Q4 2023.

  • RFP Financial Group reported no remaining Applied Industrial Technologies position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 19 Applied Industrial Technologies shares in Q4 2023, an estimated $2.94K.
  • RFP Financial Group first reported a position in Applied Industrial Technologies in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Applied Industrial Technologies position peaked at $2.94K in Q3 2023.
  • 388 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.