Tarbox Family Office’s Applied Industrial Technologies AIT Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-66	Closed	-$7K	–	138
2022 Q1	$7K	Hold	66	–	–	﹤0.01%	427
2021 Q4	$7K	Hold	66	–	–	﹤0.01%	507
2021 Q3	$6K	Hold	66	–	–	﹤0.01%	580
2021 Q2	$6K	Hold	66	–	–	﹤0.01%	573
2021 Q1	$6K	Hold	66	–	–	﹤0.01%	498
2020 Q4	$5K	Hold	66	–	–	﹤0.01%	505
2020 Q3	$4K	Hold	66	–	–	﹤0.01%	508
2020 Q2	$4K	Hold	66	–	–	﹤0.01%	504
2020 Q1	$3K	Hold	66	–	–	﹤0.01%	503
2019 Q4	$4K	Hold	66	–	–	﹤0.01%	528
2019 Q3	$4K	Hold	66	–	–	﹤0.01%	480
2019 Q2	$4K	Buy	+66	New	+$3.86K	﹤0.01%	478

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Tarbox Family Office's AIT Position: Q2 2022 in Review

Tarbox Family Office sold out of Applied Industrial Technologies (AIT) in Q2 2022, closing a stake of 66 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in AIT in Q2 2019 and held it in 12 quarters. The position peaked at $7K in Q1 2022. 281 funds tracked by Wall St. Rank hold AIT as of Q2 2022.

Tarbox Family Office reported no remaining Applied Industrial Technologies position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 66 Applied Industrial Technologies shares in Q2 2022, an estimated $7K.
Tarbox Family Office first reported a position in Applied Industrial Technologies in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Applied Industrial Technologies position peaked at $7K in Q1 2022.
281 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.