Tradewinds Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Tradewinds Capital 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
2022 Q2	–	Sell	-236	Closed	-$24K	–	441
2022 Q1	$24K	Hold	236	–	–	﹤0.01%	344
2021 Q4	$24K	Hold	236	–	–	﹤0.01%	343
2021 Q3	$21K	Hold	236	–	–	﹤0.01%	358
2021 Q2	$21K	Hold	236	–	–	﹤0.01%	360
2021 Q1	$22K	Hold	236	–	–	﹤0.01%	330
2020 Q4	$18K	Hold	236	–	–	﹤0.01%	336
2020 Q3	$13K	Sell	236 -236	-50%	-$14.4K	﹤0.01%	356
2020 Q2	$29K	Hold	472	–	–	0.01%	245
2020 Q1	$22K	Hold	472	–	–	0.01%	245
2019 Q4	$31K	Hold	472	–	–	0.01%	238
2019 Q3	$27K	Hold	472	–	–	0.01%	236
2019 Q2	$29K	Hold	472	–	–	0.01%	230
2019 Q1	$28K	Hold	472	–	–	0.01%	242
2018 Q4	$25K	Hold	472	–	–	0.01%	247
2018 Q3	$37K	Hold	472	–	–	0.01%	245
2018 Q2	$33K	Hold	472	–	–	0.01%	254
2018 Q1	$34K	Hold	472	–	–	0.02%	242
2017 Q4	$32K	Hold	472	–	–	0.02%	255
2017 Q3	$31K	Hold	472	–	–	0.02%	249
2017 Q2	$28K	Hold	472	–	–	0.01%	255
2017 Q1	$29K	Hold	472	–	–	0.02%	252
2016 Q4	$28K	Hold	472	–	–	0.02%	258
2016 Q3	$22K	Hold	472	–	–	0.02%	287
2016 Q2	$21K	Hold	472	–	–	0.02%	284
2016 Q1	$20K	Hold	472	–	–	0.01%	315
2015 Q4	$19K	Hold	472	–	–	0.01%	308
2015 Q3	$18K	Hold	472	–	–	0.01%	297
2015 Q2	$19K	Hold	472	–	–	0.01%	322
2015 Q1	$21K	Hold	472	–	–	0.02%	285
2014 Q4	$22K	Hold	472	–	–	0.02%	289
2014 Q3	$22K	Hold	472	–	–	0.02%	288
2014 Q2	$24K	Hold	472	–	–	0.02%	286
2014 Q1	$23K	Hold	472	–	–	0.02%	302
2013 Q4	$23K	Buy	+472	New	+$23K	0.02%	283

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 $3.38T AUM 44.17% 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

Tradewinds Capital Management's AIT Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Applied Industrial Technologies (AIT) in Q2 2022, closing a stake of 236 shares — an estimated $24K sold.

Tradewinds Capital Management first reported a position in AIT in Q4 2013 and held it in 34 quarters. The position peaked at $37K in Q3 2018. 281 funds tracked by Wall St. Rank hold AIT as of Q2 2022.

Tradewinds Capital Management reported no remaining Applied Industrial Technologies position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 236 Applied Industrial Technologies shares in Q2 2022, an estimated $24K.
Tradewinds Capital Management first reported a position in Applied Industrial Technologies in Q4 2013 and held it in 34 quarters.
Tradewinds Capital Management's Applied Industrial Technologies position peaked at $37K in Q3 2018.
281 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.