Tidal Investments LLC AIT — APPLIED INDL TECHNOLOGIES IN

Ownership history in Tidal Investments LLC  ·  9 quarters on record

AI Ownership Summary

Tidal Investments LLC reported APPLIED INDL TECHNOLOGIES IN (AIT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows AIT at 0.03% 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 Tidal Investments LLC's position in APPLIED INDL TECHNOLOGIES IN, 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
2025 Q3

AIT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

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 2025 Q3

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 Tidal Investments LLC fund profile Tidal Investments LLC full holdings
How Tidal Investments LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9.2% +1.1% ❌ 59,999 -6,071 -9.2% 0.03% $15.7M 2025-11-14 $248.50
2025 Q2 ADDED — — — 66,070 +605 +0.9% 0.09% $15.4M 2025-08-14 $271.58
2025 Q1 REDUCED 5.5% +3.4% ❌ 65,465 -3,800 -5.5% 0.12% $14.8M 2025-05-14 $227.54
2024 Q4 ADDED — — — 69,265 +66,984 +2936.6% 0.13% $16.6M 2025-02-14 $263.39
2024 Q3 REDUCED 8.2% +7.1% ❌ 2,281 -204 -8.2% 0.01% $509K 2024-11-14 $268.12
2024 Q2 ADDED — — — 2,485 +371 +17.5% 0.01% $482K 2024-08-14 $196.48
2024 Q1 ADDED — — — 2,114 +147 +7.5% 0.01% $418K 2024-05-16 $194.45
2023 Q4 REDUCED 18.5% +13.4% ❌ 1,967 -446 -18.5% 0.01% $340K 2024-02-15 $186.17
1 older quarter 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% Boston Trust Walden Corp 3Y 7Y 0.96% TEMA ETFS LLC 0.79% ROMANO BROTHERS AND COMPANY 3Y 0.73% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 0.59% LECAP ASSET MANAGEMENT LTD 0.49% Base Wealth Management LLC 0.39% Oliver Luxxe Assets LLC 3Y 7Y 0.39%

FAQ About Tidal Investments LLC and AIT

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

How long has Tidal Investments LLC reported owning AIT?

Tidal Investments LLC reported AIT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AIT position in Tidal Investments LLC's portfolio?

The largest reported portfolio weight for AIT was 0.13% in 2024 Q4.

What is the latest reported AIT position on this page?

The most recent filing on this page is 2025 Q3, when Tidal Investments LLC reported 59,999 shares, equal to 0.03% of portfolio, with an estimated market value of $15.7M.

What does the chart on this AIT ownership page compare?

The chart compares Tidal Investments LLC'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 Tidal Investments LLC time their AIT position?

Based on 13F filing dates vs. subsequent AIT price moves, Tidal Investments LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AIT relative to SPY over the holding period was +0.5%.

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