Boston Trust Walden Corp AIT — APPLIED INDUSTRIAL TECH INC

Ownership history in Boston Trust Walden Corp  ·  45 quarters on record

AI Ownership Summary

Boston Trust Walden Corp reported APPLIED INDUSTRIAL TECH INC (AIT) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2025 Q3. The latest visible filing shows AIT at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boston Trust Walden Corp's position in APPLIED INDUSTRIAL TECH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AIT was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AIT stock page Boston Trust Walden Corp fund profile Boston Trust Walden Corp full holdings
How Boston Trust Walden Corp held AIT — position size vs. price
% of Fund (quarterly)    AIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 439,436 -44,624 -9.2% 0.96% $116.6M 2026-04-24 $293.35
2025 Q4 REDUCED — — — 484,060 -19,917 -4.0% 0.94% $124.3M 2026-01-28 $255.79
2025 Q3 REDUCED — — — 503,977 -4,143 -0.8% 0.97% $131.6M 2025-10-17 $247.01
2025 Q2 ADDED — — — 508,120 +10,015 +2.0% 0.84% $118.1M 2025-07-28 $273.22
2025 Q1 REDUCED — — — 498,105 -4,678 -0.9% 0.82% $112.2M 2025-04-21 $212.64
2024 Q4 REDUCED 12.7% -5.7% ✅ 502,783 -73,172 -12.7% 0.84% $120.4M 2025-01-24 $258.30
2024 Q3 REDUCED 8.7% +7.1% ❌ 575,955 -54,960 -8.7% 0.89% $128.5M 2024-10-24 $229.55
2024 Q2 ADDED — — — 630,915 +7,720 +1.2% 0.91% $122.4M 2024-07-19 $201.28
2024 Q1 REDUCED — — — 623,195 -2,257 -0.4% 0.88% $123.1M 2024-04-22 $181.00
2023 Q4 ADDED — — — 625,452 +32,282 +5.4% 0.81% $108.0M 2024-01-24 $172.67
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AIT

As of 2026 Q1 — sorted by position size

GRACE & WHITE INC /NY 3Y 7Y 6.61% Ausbil Investment Management Ltd 3Y 1.64% Fruth Investment Management 3Y 7Y 1.32% TEMA ETFS LLC 0.79% ROMANO BROTHERS AND COMPANY 3Y 0.73% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 0.59% Oliver Luxxe Assets LLC 3Y 7Y 0.39% MQS Management LLC 3Y 0.35% Ifrah Financial Services, Inc. 3Y 7Y 0.31% Linden Thomas Advisory Services, LLC 3Y 0.23%

FAQ About Boston Trust Walden Corp and AIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boston Trust Walden Corp reported owning AIT?

Boston Trust Walden Corp reported AIT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AIT position in Boston Trust Walden Corp's portfolio?

The largest reported portfolio weight for AIT was 0.97% in 2025 Q3.

What is the latest reported AIT position on this page?

The most recent filing on this page is 2026 Q1, when Boston Trust Walden Corp reported 439,436 shares, equal to 0.96% of portfolio, with an estimated market value of $116.6M.

What does the chart on this AIT ownership page compare?

The chart compares Boston Trust Walden Corp's quarterly AIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Boston Trust Walden Corp time their AIT position?

Based on 13F filing dates vs. subsequent AIT price moves, Boston Trust Walden Corp correctly timed 22 out of 44 reported position changes (50%). The annualised alpha on AIT relative to SPY over the holding period was +9.4%.

← Back to Boston Trust Walden Corp Holdings