Acima Private Wealth’s Parker-Hannifin PH Stock Holding History

Acima Private Wealth’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
2020 Q3	–	Sell	-1,620	Closed	-$297K	–	237
2020 Q2	$297K	Hold	1,620	–	–	0.19%	94
2020 Q1	$210K	Hold	1,620	–	–	0.16%	105
2019 Q4	$333K	Hold	1,620	–	–	0.23%	95
2019 Q3	$292K	Hold	1,620	–	–	0.22%	99
2019 Q2	$275K	Hold	1,620	–	–	0.22%	100
2019 Q1	$278K	Hold	1,620	–	–	0.24%	95
2018 Q4	$242K	Buy	+1,620	New	+$262K	0.24%	97

Other funds holding PH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Acima Private Wealth's PH Position: Q3 2020 in Review

Acima Private Wealth sold out of Parker-Hannifin (PH) in Q3 2020, closing a stake of 1,620 shares — an estimated $297K sold.

Acima Private Wealth first reported a position in PH in Q4 2018 and held it in 7 quarters. The position peaked at $333K in Q4 2019. 792 funds tracked by Wall St. Rank hold PH as of Q3 2020.

Acima Private Wealth reported no remaining Parker-Hannifin position as of Q3 2020 after selling out during the quarter.
Acima Private Wealth sold 1,620 Parker-Hannifin shares in Q3 2020, an estimated $297K.
Acima Private Wealth first reported a position in Parker-Hannifin in Q4 2018 and held it in 7 quarters.
Acima Private Wealth's Parker-Hannifin position peaked at $333K in Q4 2019.
792 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2020.

Based on Acima Private Wealth's 13F filing for Q3 2020, filed 14 May 2021.