Number of Shares
2,238.00
Current Holdings Value*
$544,460.00
% of Portfolio
2.09%
Total Estimate Gain
$263,321.72
% of Total Estimate Gain
56.36%

DANA EPIPHANY SMALL CAP EQUITY FUND's Applied Industrial Technologies Inc Holding Summary

As of 2025-04-30, DANA EPIPHANY SMALL CAP EQUITY FUND held 2,238.00 shares of Applied Industrial Technologies Inc(AIT), totaling $544,460.00. This investment constitutes 2.09% of their stock portfolio, and DANA EPIPHANY SMALL CAP EQUITY FUND now holds 0.01% of the outstanding Applied Industrial Technologies Inc(AIT) stock.

The initial trade took place in 2023Q4. And since then DANA EPIPHANY SMALL CAP EQUITY FUND has made 1 purchases of AIT, at an average price of $153.75, for a total of 3,039.00 shares. In addition, there have been 2 sales at an average price of $229.91 for 801.00 shares. Based on historical transaction data and AIT's current price of $244.15, DANA EPIPHANY SMALL CAP EQUITY FUND's estimated gain on his AIT holdings is $263,321.72, reflecting a 56.36% gain to date.

DANA EPIPHANY SMALL CAP EQUITY FUND AIT ($244.15) Holding Chart

DANA EPIPHANY SMALL CAP EQUITY FUND AIT ($244.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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