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Whittier Trust’s Applied Industrial Technologies AIT Stock Holding History

Whittier Trust’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
2018
Q2 		– Sell
-143
Closed -$10K – 1266
2018
Q1 		$10K Hold
143
– – ﹤0.01% 1043
2017
Q4 		$10K Hold
143
– – ﹤0.01% 1027
2017
Q3 		$9K Hold
143
– – ﹤0.01% 1037
2017
Q2 		$8K Hold
143
– – ﹤0.01% 1012
2017
Q1 		$9K Buy
+143
New +$8.82K ﹤0.01% 1012

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Whittier Trust's AIT Position: Q2 2018 in Review

Whittier Trust sold out of Applied Industrial Technologies (AIT) in Q2 2018, closing a stake of 143 shares — an estimated $10K sold.

Whittier Trust first reported a position in AIT in Q1 2017 and held it in 5 quarters. The position peaked at $10K in Q1 2018. 247 funds tracked by Wall St. Rank hold AIT as of Q2 2018.

  • Whittier Trust reported no remaining Applied Industrial Technologies position as of Q2 2018 after selling out during the quarter.
  • Whittier Trust sold 143 Applied Industrial Technologies shares in Q2 2018, an estimated $10K.
  • Whittier Trust first reported a position in Applied Industrial Technologies in Q1 2017 and held it in 5 quarters.
  • Whittier Trust's Applied Industrial Technologies position peaked at $10K in Q1 2018.
  • 247 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2018.

Based on Whittier Trust's 13F filing for Q2 2018, filed 20 Jul 2018.