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UBS’s Applied Industrial Technologies AIT Stock Holding History

UBS’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
2014
Q3 		$105K Buy
2,296
+20
+0.9% +$979 ﹤0.01% 5932
2014
Q2 		$115K Buy
2,276
+314
+16% +$15.2K ﹤0.01% 5768
2014
Q1 		$94K Sell
1,962
-947
-33% -$46.5K ﹤0.01% 6048
2013
Q4 		$143K Sell
2,909
-167
-5% -$8.14K ﹤0.01% 5657
2013
Q3 		$159K Sell
3,076
-962
-24% -$48.6K ﹤0.01% 5466
2013
Q2 		$195K Buy
+4,038
New +$184K ﹤0.01% 5121

Other funds holding AIT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS's AIT Position: Q3 2014 in Review

UBS increased its Applied Industrial Technologies (AIT) stake by 0.88% in Q3 2014, buying an estimated $979 and bringing the position to 2,296 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #5932.

UBS first reported a position in AIT in Q2 2013 and has held it in 6 quarters since. The position peaked at $195K in Q2 2013. 174 funds tracked by Wall St. Rank hold AIT as of Q3 2014.

  • UBS held 2,296 shares of Applied Industrial Technologies worth $105K as of Q3 2014.
  • UBS bought 20 Applied Industrial Technologies shares in Q3 2014, an estimated $979.
  • Applied Industrial Technologies made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5932 holding.
  • UBS first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 6 quarters since.
  • UBS's Applied Industrial Technologies position peaked at $195K in Q2 2013.
  • 174 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.