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Applied Industrial Technologies shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Applied Industrial Technologies (AIT) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Applied Industrial Technologies

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All positions including Applied Industrial Technologies held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Applied Industrial Technologies by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $326k 1.9k 172.69
2023-09-30 $287k 1.9k 154.61
2023-06-30 $340k 2.3k 144.83
2023-03-31 $334k 2.3k 142.13
2022-12-31 $263k 2.1k 126.03
2022-09-30 $214k 2.1k 102.74
2022-06-30 $200k 2.1k 96.02
2022-03-31 $214k 2.1k 102.74
2017-12-31 $0 4 0.00

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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View all positions for Summit Trail Advisors

Top funds holding Applied Industrial Technologies

Vanguard Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Wellington Management Company
Btim
Charles Schwab Investment Management
Fiduciary Management
Allspring Global Investments Holdings
Palisade Capital Management
Norges Bank Investment Management
Bank of New York Mellon
Victory Capital Management
Arrowpoint Asset Management
Principal Financial Group
Royal Bank of Canada

View all funds holding Applied Industrial Technologies