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Sierra Summit Advisors’s Applied Industrial Technologies AIT Stock Holding History

Sierra Summit Advisors’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
Q1 		– Sell
-2,564
Closed -$443K – 146
2023
Q4 		$443K Buy
+2,564
New +$415K 0.13% 93

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Sierra Summit Advisors's AIT Position: Q1 2024 in Review

Sierra Summit Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2024, closing a stake of 2,564 shares — an estimated $443K sold.

Sierra Summit Advisors first reported a position in AIT in Q4 2023 and held it in 1 quarter. The position peaked at $443K in Q4 2023. 423 funds tracked by Wall St. Rank hold AIT as of Q1 2024.

  • Sierra Summit Advisors reported no remaining Applied Industrial Technologies position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 2,564 Applied Industrial Technologies shares in Q1 2024, an estimated $443K.
  • Sierra Summit Advisors first reported a position in Applied Industrial Technologies in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's Applied Industrial Technologies position peaked at $443K in Q4 2023.
  • 423 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.