Virtus Investment Advisers’s Applied Industrial Technologies AIT Stock Holding History

Virtus Investment Advisers’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 Q2	–	Sell	-5,583	Closed	-$1.1M	–	337
2024 Q1	$1.1M	Sell	5,583 -1,800	-24%	-$329K	0.79%	25
2023 Q4	$1.27M	Sell	7,383 -6,853	-48%	-$1.11M	0.95%	17
2023 Q3	$2.2M	Hold	14,236	–	–	1.5%	7
2023 Q2	$2.06M	Buy	14,236 +7,573	+114%	+$1.01M	1.4%	7
2023 Q1	$947K	Buy	6,663 +1,067	+19%	+$145K	0.66%	40
2022 Q4	$705K	Hold	5,596	–	–	0.47%	57
2022 Q3	$575K	Buy	+5,596	New	+$575K	0.26%	63

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Virtus Investment Advisers's AIT Position: Q2 2024 in Review

Virtus Investment Advisers sold out of Applied Industrial Technologies (AIT) in Q2 2024, closing a stake of 5,583 shares — an estimated $1.1M sold.

Virtus Investment Advisers first reported a position in AIT in Q3 2022 and held it in 7 quarters. The position peaked at $2.2M in Q3 2023. 428 funds tracked by Wall St. Rank hold AIT as of Q2 2024.

Virtus Investment Advisers reported no remaining Applied Industrial Technologies position as of Q2 2024 after selling out during the quarter.
Virtus Investment Advisers sold 5,583 Applied Industrial Technologies shares in Q2 2024, an estimated $1.1M.
Virtus Investment Advisers first reported a position in Applied Industrial Technologies in Q3 2022 and held it in 7 quarters.
Virtus Investment Advisers's Applied Industrial Technologies position peaked at $2.2M in Q3 2023.
428 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2024.

Based on Virtus Investment Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.