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

Steward 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 Q3	$4K	Buy	+27	New	+$4.05K	﹤0.01%	675
2023 Q2	–	Sell	-29	Closed	-$4K	–	423
2023 Q1	$4K	Buy	29 +19	+190%	+$2.58K	﹤0.01%	336
2022 Q4	$1K	Buy	+10	New	+$1.23K	﹤0.01%	368
2022 Q3	–	Sell	-10	Closed	–	–	91
2022 Q2	$0	Buy	+10	New	+$1.01K	﹤0.01%	949

Other funds holding AIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Steward Financial Group's AIT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Applied Industrial Technologies (AIT) in Q3 2023: 27 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AIT as recently as Q1 2023.

Steward Financial Group first reported a position in AIT in Q2 2022 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold AIT as of Q3 2023.

Steward Financial Group held 27 shares of Applied Industrial Technologies worth $4K as of Q3 2023.
Applied Industrial Technologies was a new Steward Financial Group position in Q3 2023.
Applied Industrial Technologies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #675 holding.
Steward Financial Group first reported a position in Applied Industrial Technologies in Q2 2022 and has held it in 4 quarters since.
380 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.