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

Avitas 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
2021 Q3	–	Sell	-3,511	Closed	-$1.08M	–	206
2021 Q2	$1.08M	Buy	+3,511	New	+$1.09M	0.19%	137

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Avitas Wealth Management's PH Position: Q3 2021 in Review

Avitas Wealth Management sold out of Parker-Hannifin (PH) in Q3 2021, closing a stake of 3,511 shares — an estimated $1.08M sold.

Avitas Wealth Management first reported a position in PH in Q2 2021 and held it in 1 quarter. The position peaked at $1.08M in Q2 2021. 889 funds tracked by Wall St. Rank hold PH as of Q3 2021.

Avitas Wealth Management reported no remaining Parker-Hannifin position as of Q3 2021 after selling out during the quarter.
Avitas Wealth Management sold 3,511 Parker-Hannifin shares in Q3 2021, an estimated $1.08M.
Avitas Wealth Management first reported a position in Parker-Hannifin in Q2 2021 and held it in 1 quarter.
Avitas Wealth Management's Parker-Hannifin position peaked at $1.08M in Q2 2021.
889 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2021.

Based on Avitas Wealth Management's 13F filing for Q3 2021, filed 28 Oct 2021.