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Baldwin Wealth Partners’s Parker-Hannifin PH Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-48
Closed -$30.3K – 794
2024
Q3 		$30.3K Buy
48
+44
+1,100% +$25K ﹤0.01% 638
2024
Q2 		$2.02K Buy
+4
New +$2.15K ﹤0.01% 656

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's PH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 48 shares — an estimated $30.3K sold.

Baldwin Wealth Partners first reported a position in PH in Q2 2024 and held it in 2 quarters. The position peaked at $30.3K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 48 Parker-Hannifin shares in Q4 2024, an estimated $30.3K.
  • Baldwin Wealth Partners first reported a position in Parker-Hannifin in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's Parker-Hannifin position peaked at $30.3K in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.