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

Aevitas 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
2019 Q2	–	Sell	-356	Closed	-$61K	–	268
2019 Q1	$61K	Hold	356	–	–	0.05%	174
2018 Q4	$53K	Hold	356	–	–	0.05%	178
2018 Q3	$65K	Hold	356	–	–	0.06%	175
2018 Q2	$55K	Buy	356 +1	+0.3%	+$171	0.05%	184
2018 Q1	$61K	Hold	355	–	–	0.06%	168
2017 Q4	$71K	Buy	+355	New	+$66K	0.07%	162

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Aevitas Wealth Management's PH Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Parker-Hannifin (PH) in Q2 2019, closing a stake of 356 shares — an estimated $61K sold.

Aevitas Wealth Management first reported a position in PH in Q4 2017 and held it in 6 quarters. The position peaked at $71K in Q4 2017. 724 funds tracked by Wall St. Rank hold PH as of Q2 2019.

Aevitas Wealth Management reported no remaining Parker-Hannifin position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 356 Parker-Hannifin shares in Q2 2019, an estimated $61K.
Aevitas Wealth Management first reported a position in Parker-Hannifin in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Parker-Hannifin position peaked at $71K in Q4 2017.
724 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.