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Ulland Investment Advisors’s Applied Industrial Technologies AIT Stock Holding History

Ulland Investment Advisors’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
2024
Q3 		– Sell
-11
Closed -$2K – 202
2024
Q2 		$2K Hold
11
– – ﹤0.01% 205
2024
Q1 		$2K Buy
+11
New +$2.01K ﹤0.01% 209

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Ulland Investment Advisors's AIT Position: Q3 2024 in Review

Ulland Investment Advisors sold out of Applied Industrial Technologies (AIT) in Q3 2024, closing a stake of 11 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in AIT in Q1 2024 and held it in 2 quarters. The position peaked at $2K in Q2 2024. 450 funds tracked by Wall St. Rank hold AIT as of Q3 2024.

  • Ulland Investment Advisors reported no remaining Applied Industrial Technologies position as of Q3 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 11 Applied Industrial Technologies shares in Q3 2024, an estimated $2K.
  • Ulland Investment Advisors first reported a position in Applied Industrial Technologies in Q1 2024 and held it in 2 quarters.
  • Ulland Investment Advisors's Applied Industrial Technologies position peaked at $2K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2024.

Based on Ulland Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.