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Stoneridge Investment Partners’s Applied Industrial Technologies AIT Stock Holding History

Stoneridge Investment 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
2016
Q2 		– Sell
-22,590
Closed -$980K – 278
2016
Q1 		$980K Hold
22,590
– – 0.14% 162
2015
Q4 		$915K Buy
22,590
+3,000
+15% +$122K 0.12% 162
2015
Q3 		$747K Hold
19,590
– – 0.1% 181
2015
Q2 		$777K Sell
19,590
-12,999
-40% -$552K 0.1% 179
2015
Q1 		$1.48M Buy
+32,589
New +$1.39M 0.17% 154

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Wellington Management Group
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FMI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Stoneridge Investment Partners's AIT Position: Q2 2016 in Review

Stoneridge Investment Partners sold out of Applied Industrial Technologies (AIT) in Q2 2016, closing a stake of 22,590 shares — an estimated $980K sold.

Stoneridge Investment Partners first reported a position in AIT in Q1 2015 and held it in 5 quarters. The position peaked at $1.48M in Q1 2015. 200 funds tracked by Wall St. Rank hold AIT as of Q2 2016.

  • Stoneridge Investment Partners reported no remaining Applied Industrial Technologies position as of Q2 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 22,590 Applied Industrial Technologies shares in Q2 2016, an estimated $980K.
  • Stoneridge Investment Partners first reported a position in Applied Industrial Technologies in Q1 2015 and held it in 5 quarters.
  • Stoneridge Investment Partners's Applied Industrial Technologies position peaked at $1.48M in Q1 2015.
  • 200 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2016.

Based on Stoneridge Investment Partners's 13F filing for Q2 2016, filed 25 Jul 2016.