ZIM
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Zacks Investment Management’s Applied Industrial Technologies AIT Stock Holding History

Zacks Investment 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
2024
Q4 		– Sell
-7,756
Closed -$1.73M – 670
2024
Q3 		$1.73M Sell
7,756
-15,949
-67% -$3.25M 0.02% 358
2024
Q2 		$4.6M Buy
23,705
+867
+4% +$165K 0.05% 194
2024
Q1 		$4.51M Buy
22,838
+3,632
+19% +$664K 0.05% 214
2023
Q4 		$3.32M Sell
19,206
-1,865
-9% -$302K 0.04% 232
2023
Q3 		$3.26M Sell
21,071
-1,702
-7% -$255K 0.04% 216
2023
Q2 		$3.3M Sell
22,773
-46
-0.2% -$6.14K 0.04% 222
2023
Q1 		$3.24M Sell
22,819
-1,694
-7% -$230K 0.04% 225
2022
Q4 		$3.09M Sell
24,513
-2,966
-11% -$364K 0.04% 237
2022
Q3 		$2.82M Buy
27,479
+21,633
+370% +$2.22M 0.05% 227
2022
Q2 		$562K Sell
5,846
-3
-0.1% -$303 0.01% 413
2022
Q1 		$600K Sell
5,849
-4
-0.1% -$398 0.01% 422
2021
Q4 		$601K Buy
5,853
+43
+0.7% +$4.3K 0.01% 429
2021
Q3 		$524K Hold
5,810
– – 0.01% 447
2021
Q2 		$529K Buy
5,810
+1,299
+29% +$124K 0.01% 446
2021
Q1 		$411K Buy
+4,511
New +$383K 0.01% 432
2018
Q3 		– Sell
-18,828
Closed -$1.32M – 523
2018
Q2 		$1.32M Sell
18,828
-19,314
-51% -$1.37M 0.03% 365
2018
Q1 		$2.78M Buy
38,142
+19,078
+100% +$1.37M 0.06% 213
2017
Q4 		$1.3M Buy
19,064
+3,603
+23% +$229K 0.03% 346
2017
Q3 		$1.02M Buy
15,461
+2,888
+23% +$168K 0.02% 373
2017
Q2 		$742K Sell
12,573
-3,461
-22% -$212K 0.02% 419
2017
Q1 		$992K Buy
16,034
+8,501
+113% +$525K 0.03% 365
2016
Q4 		$447K Buy
+7,533
New +$409K 0.01% 455
2014
Q4 		– Sell
-77,245
Closed -$3.53M – 623
2014
Q3 		$3.53M Sell
77,245
-5,936
-7% -$290K 0.12% 148
2014
Q2 		$4.23M Sell
83,181
-2,376
-3% -$115K 0.15% 143
2014
Q1 		$4.13M Sell
85,557
-1,226
-1% -$60.2K 0.15% 146
2013
Q4 		$4.26M Sell
86,783
-33,356
-28% -$1.63M 0.17% 145
2013
Q3 		$6.19M Sell
120,139
-7,137
-6% -$361K 0.27% 134
2013
Q2 		$6.15M Buy
+127,276
New +$5.79M 0.28% 129

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Zacks Investment Management's AIT Position: Q4 2024 in Review

Zacks Investment Management sold out of Applied Industrial Technologies (AIT) in Q4 2024, closing a stake of 7,756 shares — an estimated $1.73M sold.

Zacks Investment Management first reported a position in AIT in Q2 2013 and held it in 28 quarters. The position peaked at $6.19M in Q3 2013. 498 funds tracked by Wall St. Rank hold AIT as of Q4 2024.

  • Zacks Investment Management reported no remaining Applied Industrial Technologies position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 7,756 Applied Industrial Technologies shares in Q4 2024, an estimated $1.73M.
  • Zacks Investment Management first reported a position in Applied Industrial Technologies in Q2 2013 and held it in 28 quarters.
  • Zacks Investment Management's Applied Industrial Technologies position peaked at $6.19M in Q3 2013.
  • 498 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.