Ownership history in Ellevest, Inc. · 18 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in APPLIED INDL TECHNOLOGIES INC COM (AIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 974 | -590 | -37.7% | 0.04% | $254K | $260.10 |
| 2023 Q4 | ADDED | 1,564 | +81 | +5.5% | 0.02% | $270K | $169.90 |
| 2023 Q3 | REDUCED | 1,483 | -11 | -0.7% | 0.02% | $229K | $151.78 |
| 2023 Q2 | ADDED | 1,494 | +572 | +62.0% | 0.02% | $216K | $141.86 |
| 2023 Q1 | ADDED | 922 | +316 | +52.1% | 0.01% | $131K | $138.83 |
| 2022 Q4 | ADDED | 606 | +236 | +63.8% | 0.01% | $76K | $122.81 |
| 2022 Q3 | ADDED | 370 | +87 | +30.7% | 0.00% | $38K | $99.88 |
| 2022 Q2 | REDUCED | 283 | -125 | -30.6% | 0.00% | $27K | $93.19 |
| 2022 Q1 | REDUCED | 408 | -7 | -1.7% | 0.00% | $42K | $99.15 |
| 2021 Q4 | REDUCED | 415 | -30 | -6.7% | 0.00% | $43K | $98.84 |
As of 2025 Q4 — sorted by position size