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

Accel 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
2023 Q2	–	Sell	-35	Closed	-$11.8K	–	664
2023 Q1	$11.8K	Hold	35	–	–	﹤0.01%	845
2022 Q4	$10.2K	Hold	35	–	–	﹤0.01%	701
2022 Q3	$9K	Hold	35	–	–	﹤0.01%	761
2022 Q2	$9K	Hold	35	–	–	0.01%	729
2022 Q1	$10K	Hold	35	–	–	0.01%	709
2021 Q4	$11K	Hold	35	–	–	0.01%	700
2021 Q3	$10K	Hold	35	–	–	0.01%	645
2021 Q2	$11K	Hold	35	–	–	0.01%	680
2021 Q1	$11K	Buy	+35	New	+$10.1K	0.01%	642

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's PH Position: Q2 2023 in Review

Accel Wealth Management sold out of Parker-Hannifin (PH) in Q2 2023, closing a stake of 35 shares — an estimated $11.8K sold.

Accel Wealth Management first reported a position in PH in Q1 2021 and held it in 9 quarters. The position peaked at $11.8K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold PH as of Q2 2023.

Accel Wealth Management reported no remaining Parker-Hannifin position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 35 Parker-Hannifin shares in Q2 2023, an estimated $11.8K.
Accel Wealth Management first reported a position in Parker-Hannifin in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's Parker-Hannifin position peaked at $11.8K in Q1 2023.
1,140 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.