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Aris Wealth Services’s Parker-Hannifin PH Stock Holding History

Aris Wealth 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
2015
Q3 		$4K Sell
44
-337
-88% -$36.6K 0.01% 289
2015
Q2 		$44K Hold
381
– – 0.04% 231
2015
Q1 		$45K Buy
+381
New +$46.2K 0.04% 231

Other funds holding PH

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Aris Wealth Services's PH Position: Q3 2015 in Review

Aris Wealth Services reduced its Parker-Hannifin (PH) stake by 88% in Q3 2015, selling an estimated $36.6K and leaving 44 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #289.

Aris Wealth Services first reported a position in PH in Q1 2015 and has held it in 3 quarters since. The position peaked at $45K in Q1 2015. 543 funds tracked by Wall St. Rank hold PH as of Q3 2015.

  • Aris Wealth Services held 44 shares of Parker-Hannifin worth $4K as of Q3 2015.
  • Aris Wealth Services sold 337 Parker-Hannifin shares in Q3 2015, an estimated $36.6K.
  • Parker-Hannifin made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #289 holding.
  • Aris Wealth Services first reported a position in Parker-Hannifin in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Parker-Hannifin position peaked at $45K in Q1 2015.
  • 543 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.