Sutton Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-752	Closed	-$94.8K	–	828
2022 Q4	$94.8K	Hold	752	–	–	0.04%	257
2022 Q3	$77.3K	Buy	752 +4	+0.5%	+$411	0.03%	287
2022 Q2	$71.9K	Sell	748 -4	-0.5%	-$404	0.03%	294
2022 Q1	$77.2K	Hold	752	–	–	0.03%	299
2021 Q4	$77.2K	Buy	752 +10	+1%	+$1K	0.03%	307
2021 Q3	$66.9K	Hold	742	–	–	0.02%	323
2021 Q2	$67.6K	Hold	742	–	–	0.02%	329
2021 Q1	$67.6K	Hold	742	–	–	0.03%	312
2020 Q4	$57.9K	Hold	742	–	–	0.02%	320
2020 Q3	$40.9K	Hold	742	–	–	0.02%	341
2020 Q2	$46.3K	Hold	742	–	–	0.02%	318
2020 Q1	$33.9K	Buy	742 +46	+7%	+$2.72K	0.02%	345
2019 Q4	$46.4K	Hold	696	–	–	0.02%	327
2019 Q3	$39.5K	Hold	696	–	–	0.02%	365
2019 Q2	$42.8K	Hold	696	–	–	0.02%	339
2019 Q1	$41.4K	Hold	696	–	–	0.02%	348
2018 Q4	$37.5K	Hold	696	–	–	0.02%	335
2018 Q3	$54.5K	Hold	696	–	–	0.04%	275
2018 Q2	$48.8K	Hold	696	–	–	0.03%	292
2018 Q1	$50.7K	Hold	696	–	–	0.04%	271
2017 Q4	$47.4K	Hold	696	–	–	0.03%	289
2017 Q3	$45.8K	Hold	696	–	–	0.04%	290
2017 Q2	$41.1K	Hold	696	–	–	0.03%	298
2017 Q1	$43K	Hold	696	–	–	0.04%	290
2016 Q4	$41.3K	Hold	696	–	–	0.04%	297
2016 Q3	$32.5K	Hold	696	–	–	0.03%	333
2016 Q2	$31.4K	Hold	696	–	–	0.03%	319
2016 Q1	$30.2K	Buy	+696	New	+$27.4K	0.03%	334

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sutton Wealth Advisors's AIT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Applied Industrial Technologies (AIT) in Q1 2023, closing a stake of 752 shares — an estimated $94.8K sold.

Sutton Wealth Advisors first reported a position in AIT in Q1 2016 and held it in 28 quarters. The position peaked at $94.8K in Q4 2022. 349 funds tracked by Wall St. Rank hold AIT as of Q1 2023.

Sutton Wealth Advisors reported no remaining Applied Industrial Technologies position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 752 Applied Industrial Technologies shares in Q1 2023, an estimated $94.8K.
Sutton Wealth Advisors first reported a position in Applied Industrial Technologies in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Applied Industrial Technologies position peaked at $94.8K in Q4 2022.
349 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.