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Atlas Private Wealth Management’s Parker-Hannifin PH Stock Holding History

Atlas Private 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
2024
Q1 		$1.09M Buy
1,965
+86
+5% +$43.7K 0.46% 70
2023
Q4 		$866K Buy
1,879
+46
+3% +$19.1K 0.41% 74
2023
Q3 		$714K Buy
1,833
+6
+0.3% +$2.41K 0.38% 78
2023
Q2 		$713K Sell
1,827
-16
-0.9% -$5.41K 0.38% 79
2023
Q1 		$620K Sell
1,843
-6
-0.3% -$1.99K 0.37% 82
2022
Q4 		$538K Buy
1,849
+254
+16% +$72.7K 0.25% 81
2022
Q3 		$386K Buy
1,595
+177
+12% +$47.9K 0.28% 86
2022
Q2 		$349K Sell
1,418
-118
-8% -$31.6K 0.24% 94
2022
Q1 		$436K Buy
1,536
+141
+10% +$42.5K 0.25% 97
2021
Q4 		$444K Buy
1,395
+480
+52% +$148K 0.25% 97
2021
Q3 		$256K Buy
915
+162
+22% +$48.2K 0.16% 109
2021
Q2 		$231K Buy
753
+104
+16% +$32.2K 0.14% 114
2021
Q1 		$205K Buy
649
+108
+20% +$31.2K 0.13% 116
2020
Q4 		$147K Buy
541
+76
+16% +$18.8K 0.1% 133
2020
Q3 		$94K Buy
+465
New +$91.5K 0.07% 150

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Management's PH Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Parker-Hannifin (PH) stake by 4.6% in Q1 2024, buying an estimated $43.7K and bringing the position to 1,965 shares worth $1.09M. The position accounts for 0.46% of the portfolio, ranked #70.

Atlas Private Wealth Management first reported a position in PH in Q3 2020 and has held it in 15 quarters since. 1,419 funds tracked by Wall St. Rank hold PH as of Q1 2024.

  • Atlas Private Wealth Management held 1,965 shares of Parker-Hannifin worth $1.09M as of Q1 2024.
  • Atlas Private Wealth Management bought 86 Parker-Hannifin shares in Q1 2024, an estimated $43.7K.
  • Parker-Hannifin made up 0.46% of Atlas Private Wealth Management's portfolio in Q1 2024, its #70 holding.
  • Atlas Private Wealth Management first reported a position in Parker-Hannifin in Q3 2020 and has held it in 15 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.