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Riverwater Partners’s Applied Industrial Technologies AIT Stock Holding History

Riverwater Partners’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
2024
Q4 		– Sell
-1,130
Closed -$251K – 214
2024
Q3 		$251K Sell
1,130
-20
-2% -$4.08K 0.12% 185
2024
Q2 		$223K Sell
1,150
-80
-7% -$15.3K 0.17% 167
2024
Q1 		$243K Hold
1,230
– – 0.18% 169
2023
Q4 		$212K Buy
+1,230
New +$199K 0.17% 188
2023
Q3 		– Sell
-1,774
Closed -$257K – 190
2023
Q2 		$257K Hold
1,774
– – 0.23% 149
2023
Q1 		$252K Hold
1,774
– – 0.23% 144
2022
Q4 		$224K Buy
+1,774
New +$218K 0.19% 176

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Riverwater Partners's AIT Position: Q4 2024 in Review

Riverwater Partners sold out of Applied Industrial Technologies (AIT) in Q4 2024, closing a stake of 1,130 shares — an estimated $251K sold.

Riverwater Partners first reported a position in AIT in Q4 2022 and held it in 7 quarters. The position peaked at $257K in Q2 2023. 498 funds tracked by Wall St. Rank hold AIT as of Q4 2024.

  • Riverwater Partners reported no remaining Applied Industrial Technologies position as of Q4 2024 after selling out during the quarter.
  • Riverwater Partners sold 1,130 Applied Industrial Technologies shares in Q4 2024, an estimated $251K.
  • Riverwater Partners first reported a position in Applied Industrial Technologies in Q4 2022 and held it in 7 quarters.
  • Riverwater Partners's Applied Industrial Technologies position peaked at $257K in Q2 2023.
  • 498 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2024.

Based on Riverwater Partners's 13F filing for Q4 2024, filed 13 Feb 2025.