AXS Investments’s Parker-Hannifin PH Stock Holding History

AXS Investments’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 Q2	–	Sell	-1,100	Closed	-$611K	–	286
2024 Q1	$611K	Sell	1,100 -200	-15%	-$102K	0.15%	201
2023 Q4	$599K	Buy	+1,300	New	+$541K	0.14%	205

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AXS Investments's PH Position: Q2 2024 in Review

AXS Investments sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 1,100 shares — an estimated $611K sold.

AXS Investments first reported a position in PH in Q4 2023 and held it in 2 quarters. The position peaked at $611K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

AXS Investments reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 1,100 Parker-Hannifin shares in Q2 2024, an estimated $611K.
AXS Investments first reported a position in Parker-Hannifin in Q4 2023 and held it in 2 quarters.
AXS Investments's Parker-Hannifin position peaked at $611K in Q1 2024.
1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.