Annapolis Financial Services’s Parker-Hannifin PH Stock Holding History

Annapolis Financial Services’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	$4.42K	Hold	7	–	–	﹤0.01%	326
2024 Q2	$3.54K	Sell	7 -37	-84%	-$19.8K	﹤0.01%	326
2024 Q1	$24.5K	Buy	44 +37	+529%	+$18.8K	0.01%	205
2023 Q4	$3.23K	Hold	7	–	–	﹤0.01%	415
2023 Q3	$2.73K	Hold	7	–	–	﹤0.01%	422
2023 Q2	$2.73K	Hold	7	–	–	﹤0.01%	426
2023 Q1	$2.35K	Hold	7	–	–	﹤0.01%	396
2022 Q4	$2.04K	Hold	7	–	–	﹤0.01%	392
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	461
2022 Q2	$2K	Hold	7	–	–	﹤0.01%	395
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	416
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	417
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	405
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	380
2021 Q1	$2K	Hold	7	–	–	﹤0.01%	369
2020 Q4	$2K	Buy	+7	New	+$1.73K	﹤0.01%	369

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

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

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

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

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

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

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

Annapolis Financial Services's PH Position: Q3 2024 in Review

Annapolis Financial Services held its Parker-Hannifin (PH) position steady in Q3 2024 at 7 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Annapolis Financial Services first reported a position in PH in Q4 2020 and has held it in 16 quarters since. The position peaked at $24.5K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

Annapolis Financial Services held 7 shares of Parker-Hannifin worth $4.42K as of Q3 2024.
Annapolis Financial Services left its Parker-Hannifin share count unchanged in Q3 2024.
Parker-Hannifin made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #326 holding.
Annapolis Financial Services first reported a position in Parker-Hannifin in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Parker-Hannifin position peaked at $24.5K in Q1 2024.
1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.