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Summit Global Investments’s Applied Industrial Technologies AIT Stock Holding History

Summit Global 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
2021
Q3 		– Sell
-2,403
Closed -$219K – 465
2021
Q2 		$219K Sell
2,403
-2,000
-45% -$191K 0.01% 521
2021
Q1 		$401K Buy
+4,403
New +$374K 0.03% 394
2019
Q4 		– Sell
-14,500
Closed -$824K – 266
2019
Q3 		$824K Buy
14,500
+3,500
+32% +$197K 0.1% 181
2019
Q2 		$677K Sell
11,000
-500
-4% -$29.2K 0.09% 227
2019
Q1 		$684K Buy
11,500
+200
+2% +$11.6K 0.09% 183
2018
Q4 		$610K Buy
11,300
+1,400
+14% +$91.5K 0.09% 205
2018
Q3 		$775K Buy
9,900
+700
+8% +$53K 0.1% 175
2018
Q2 		$645K Buy
9,200
+1,000
+12% +$70.9K 0.1% 209
2018
Q1 		$598K Sell
8,200
-800
-9% -$57.4K 0.1% 144
2017
Q4 		$613K Buy
9,000
+200
+2% +$12.7K 0.09% 137
2017
Q3 		$579K Buy
8,800
+700
+9% +$40.6K 0.09% 133
2017
Q2 		$478K Sell
8,100
-700
-8% -$42.9K 0.14% 212
2017
Q1 		$544K Hold
8,800
– – 0.18% 98
2016
Q4 		$523K Buy
+8,800
New +$478K 0.19% 100

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Global Investments's AIT Position: Q3 2021 in Review

Summit Global Investments sold out of Applied Industrial Technologies (AIT) in Q3 2021, closing a stake of 2,403 shares — an estimated $219K sold.

Summit Global Investments first reported a position in AIT in Q4 2016 and held it in 14 quarters. The position peaked at $824K in Q3 2019. 252 funds tracked by Wall St. Rank hold AIT as of Q3 2021.

  • Summit Global Investments reported no remaining Applied Industrial Technologies position as of Q3 2021 after selling out during the quarter.
  • Summit Global Investments sold 2,403 Applied Industrial Technologies shares in Q3 2021, an estimated $219K.
  • Summit Global Investments first reported a position in Applied Industrial Technologies in Q4 2016 and held it in 14 quarters.
  • Summit Global Investments's Applied Industrial Technologies position peaked at $824K in Q3 2019.
  • 252 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.