AIT APPLIED INDL TECHNOLOGIES IN

Ownership history in Sequent Planning LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in APPLIED INDL TECHNOLOGIES IN (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.

Peak position
0.31% (2024 Q4)
Avg. % of fund
0.26%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,312 -75 -2.2% 0.25% $865K $260.10
2025 Q2 REDUCED 3,387 -52 -1.5% 0.25% $787K $231.21
2025 Q1 REDUCED 3,439 -60 -1.7% 0.28% $775K $223.69
2024 Q4 REDUCED 3,499 -100 -2.8% 0.31% $838K $237.30
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AIT price (monthly, adj. close)
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