Mount Yale Investment Advisors, LLC Applied Industrial Technologies Inc Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Applied Industrial Technologies Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,125 shares of AIT stock, worth $588,858. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,125

Previous 2,168 1.98%

Holding current value

$588,858

Previous $420,000 12.86%

% of portfolio

0.05%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$183.8 - $224.77 $7,903 - $9,665	-43 Reduced 1.98%	2,125 $474,000
Q2 2024 Aug 13, 2024	SELL	$178.94 - $201.08 $4,294 - $4,825	-24 Reduced 1.09%	2,168 $420,000
Q1 2024 May 15, 2024	SELL	$164.89 - $201.01 $2,968 - $3,618	-18 Reduced 0.81%	2,192 $433,000
Q4 2023 Feb 12, 2024	SELL	$150.75 - $174.69 $2,261 - $2,620	-15 Reduced 0.67%	2,210 $381,000
Q3 2023 Oct 11, 2023	BUY	$141.3 - $161.5 $32,357 - $36,983	229 Added 11.47%	2,225 $344,000
Q2 2023 Aug 14, 2023	SELL	$122.96 - $144.83 $14,017 - $16,510	-114 Reduced 5.4%	1,996 $289,000
Q1 2023 May 11, 2023	SELL	$117.28 - $146.69 $4,104 - $5,134	-35 Reduced 1.63%	2,110 $299,000
Q4 2022 Feb 13, 2023	SELL	$105.76 - $132.49 $37,016 - $46,371	-350 Reduced 14.03%	2,145 $270,000
Q3 2022 Nov 07, 2022	SELL	$89.72 - $118.89 $40,822 - $54,094	-455 Reduced 15.42%	2,495 $256,000
Q2 2022 Aug 02, 2022	SELL	$90.37 - $111.14 $14,639 - $18,004	-162 Reduced 5.21%	2,950 $284,000
Q1 2022 May 03, 2022	SELL	$94.81 - $104.0 $3,792 - $4,160	-40 Reduced 1.27%	3,112 $319,000
Q4 2021 Feb 02, 2022	SELL	$91.79 - $106.41 $48,556 - $56,290	-529 Reduced 14.37%	3,152 $324,000
Q3 2021 Nov 02, 2021	BUY	$82.73 - $92.32 $7,942 - $8,862	96 Added 2.68%	3,681 $332,000
Q2 2021 Aug 04, 2021	BUY	$84.91 - $105.08 $3,905 - $4,833	46 Added 1.3%	3,585 $326,000
Q1 2021 May 04, 2021	BUY	$70.39 - $95.21 $7,109 - $9,616	101 Added 2.94%	3,539 $323,000
Q4 2020 Feb 12, 2021	BUY	$55.52 - $81.76 $190,877 - $281,090	3,438 New	3,438 $268,000

Others Institutions Holding AIT

# of Institutions

466

Shares Held

33.7M

Call Options Held

63.5K

Put Options Held

91.4K

View Full List

About APPLIED INDUSTRIAL TECHNOLOGIES INC

Ticker AIT
Exchange NYSE
Sector Industrials
Industry Industrial Distribution
Shares Outstandng 38,571,400
Market Cap $10.7B
Description
Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in North America, Australia, New Zealand, and Singapore. It operates through two segments, Service Center Based Distribution, and Fluid Power & Flow Control. The company distributes bearings, power transmission products, e...

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Mount Yale Investment Advisors, LLC Applied Industrial Technologies Inc Transaction History