Systematic Financial Management’s Applied Industrial Technologies AIT Stock Holding History

Systematic Financial Management’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
2020 Q3	–	Sell	-5,255	Closed	-$328K	–	253
2020 Q2	$328K	Buy	+5,255	New	+$287K	0.02%	275
2018 Q1	–	Sell	-24,025	Closed	-$1.64M	–	636
2017 Q4	$1.64M	Sell	24,025 -1,890	-7%	-$120K	0.03%	320
2017 Q3	$1.71M	Sell	25,915 -1,510	-6%	-$87.6K	0.03%	303
2017 Q2	$1.62M	Sell	27,425 -1,200	-4%	-$73.5K	0.03%	488
2017 Q1	$1.77M	Sell	28,625 -140	-0.5%	-$8.64K	0.03%	399
2016 Q4	$1.71M	Sell	28,765 -7,540	-21%	-$409K	0.03%	468
2016 Q3	$1.7M	Sell	36,305 -3,925	-10%	-$183K	0.02%	448
2016 Q2	$1.81M	Sell	40,230 -3,140	-7%	-$141K	0.02%	383
2016 Q1	$1.88M	Buy	43,370 +125	+0.3%	+$4.93K	0.02%	333
2015 Q4	$1.75M	Buy	+43,245	New	+$1.76M	0.02%	393
2014 Q1	–	Sell	-35,990	Closed	-$1.77M	–	673
2013 Q4	$1.77M	Buy	+35,990	New	+$1.75M	0.01%	556

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

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

PCM

Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Systematic Financial Management's AIT Position: Q3 2020 in Review

Systematic Financial Management sold out of Applied Industrial Technologies (AIT) in Q3 2020, closing a stake of 5,255 shares — an estimated $328K sold.

Systematic Financial Management first reported a position in AIT in Q4 2013 and held it in 11 quarters. The position peaked at $1.88M in Q1 2016. 225 funds tracked by Wall St. Rank hold AIT as of Q3 2020.

Systematic Financial Management reported no remaining Applied Industrial Technologies position as of Q3 2020 after selling out during the quarter.
Systematic Financial Management sold 5,255 Applied Industrial Technologies shares in Q3 2020, an estimated $328K.
Systematic Financial Management first reported a position in Applied Industrial Technologies in Q4 2013 and held it in 11 quarters.
Systematic Financial Management's Applied Industrial Technologies position peaked at $1.88M in Q1 2016.
225 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.