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

JP Morgan Chase

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return