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Ridgewood Investments’s Applied Industrial Technologies AIT Stock Holding History

Ridgewood Investments’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
2017
Q4 		– Sell
-4,069
Closed -$268K – 145
2017
Q3 		$268K Sell
4,069
-33
-0.8% -$1.92K 0.26% 112
2017
Q2 		$242K Sell
4,102
-4
-0.1% -$245 0.24% 119
2017
Q1 		$254K Sell
4,106
-14
-0.3% -$864 0.27% 105
2016
Q4 		$244K Buy
+4,120
New +$224K 0.29% 95

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ridgewood Investments's AIT Position: Q4 2017 in Review

Ridgewood Investments sold out of Applied Industrial Technologies (AIT) in Q4 2017, closing a stake of 4,069 shares — an estimated $268K sold.

Ridgewood Investments first reported a position in AIT in Q4 2016 and held it in 4 quarters. The position peaked at $268K in Q3 2017. 242 funds tracked by Wall St. Rank hold AIT as of Q4 2017.

  • Ridgewood Investments reported no remaining Applied Industrial Technologies position as of Q4 2017 after selling out during the quarter.
  • Ridgewood Investments sold 4,069 Applied Industrial Technologies shares in Q4 2017, an estimated $268K.
  • Ridgewood Investments first reported a position in Applied Industrial Technologies in Q4 2016 and held it in 4 quarters.
  • Ridgewood Investments's Applied Industrial Technologies position peaked at $268K in Q3 2017.
  • 242 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2017.

Based on Ridgewood Investments's 13F filing for Q4 2017, filed 12 Jan 2018.