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9258 Wealth Management’s Parker-Hannifin PH Stock Holding History

9258 Wealth Management’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$335K Sell
531
-1
-0.2% -$568 0.05% 258
2024
Q2 		$269K Hold
532
– – 0.04% 278
2024
Q1 		$296K Buy
+532
New +$270K 0.05% 271

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's PH Position: Q3 2024 in Review

9258 Wealth Management reduced its Parker-Hannifin (PH) stake by 0.19% in Q3 2024, selling an estimated $568 and leaving 531 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #258.

9258 Wealth Management first reported a position in PH in Q1 2024 and has held it in 3 quarters since. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • 9258 Wealth Management held 531 shares of Parker-Hannifin worth $335K as of Q3 2024.
  • 9258 Wealth Management sold 1 Parker-Hannifin share in Q3 2024, an estimated $568.
  • Parker-Hannifin made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #258 holding.
  • 9258 Wealth Management first reported a position in Parker-Hannifin in Q1 2024 and has held it in 3 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.