TCWP’s Applied Industrial Technologies AIT Stock Holding History

TCWP’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	-53	Closed	-$5K	–	301
2022 Q1	$5K	Buy	+53	New	+$5.28K	﹤0.01%	1041

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TCWP's AIT Position: Q2 2022 in Review

TCWP sold out of Applied Industrial Technologies (AIT) in Q2 2022, closing a stake of 53 shares — an estimated $5K sold.

TCWP first reported a position in AIT in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 282 funds tracked by Wall St. Rank hold AIT as of Q2 2022.

TCWP reported no remaining Applied Industrial Technologies position as of Q2 2022 after selling out during the quarter.
TCWP sold 53 Applied Industrial Technologies shares in Q2 2022, an estimated $5K.
TCWP first reported a position in Applied Industrial Technologies in Q1 2022 and held it in 1 quarter.
TCWP's Applied Industrial Technologies position peaked at $5K in Q1 2022.
282 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.