Polen U.S. Small Company Growth Fund AIT Holdings History
Polen U.S. Small Company Growth Fund's Applied Industrial Technologies Inc Holding Summary
As of 2025-04-30, Polen U.S. Small Company Growth Fund held 5,874.00 shares of Applied Industrial Technologies Inc(AIT), totaling $1.43 Mil. This investment constitutes 4.3% of their stock portfolio, and Polen U.S. Small Company Growth Fund now holds 0.02% of the outstanding Applied Industrial Technologies Inc(AIT) stock.
The initial trade took place in 2024Q3. And since then Polen U.S. Small Company Growth Fund has made 3 purchases of AIT, at an average price of $210.84, for a total of 6,861.00 shares. In addition, there have been 1 sales at an average price of $212.99 for 987.00 shares. Based on historical transaction data and AIT's current price of $267.01, Polen U.S. Small Company Growth Fund's estimated gain on his AIT holdings is $332,040.74, reflecting a 22.95% gain to date.
Polen U.S. Small Company Growth Fund AIT ($267.01) Holding Chart
Polen U.S. Small Company Growth Fund AIT ($267.01) 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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