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Alera Investment Advisors’s Parker-Hannifin PH Stock Holding History

Alera Investment Advisors’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 		$252K Buy
+399
New +$227K 0.03% 233
2019
Q2 		– Sell
-28
Closed -$5K – 748
2019
Q1 		$5K Buy
28
+7
+33% +$1.16K ﹤0.01% 644
2018
Q4 		$3K Buy
+21
New +$3.4K ﹤0.01% 705

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

Alera Investment Advisors's PH Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Parker-Hannifin (PH) in Q3 2024: 399 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #233 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in PH as recently as Q1 2019.

Alera Investment Advisors first reported a position in PH in Q4 2018 and has held it in 3 quarters since. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • Alera Investment Advisors held 399 shares of Parker-Hannifin worth $252K as of Q3 2024.
  • Parker-Hannifin was a new Alera Investment Advisors position in Q3 2024.
  • Parker-Hannifin made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #233 holding.
  • Alera Investment Advisors first reported a position in Parker-Hannifin in Q4 2018 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 Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.