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

Baystate 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
2023 Q4	$32.3K	Hold	70	–	–	﹤0.01%	464
2023 Q3	$27.3K	Buy	70 +49	+233%	+$19.7K	﹤0.01%	430
2023 Q2	$8.52K	Hold	21	–	–	﹤0.01%	600
2023 Q1	$7.31K	Hold	21	–	–	﹤0.01%	615
2022 Q4	$6K	Hold	21	–	–	﹤0.01%	666
2022 Q3	$5K	Hold	21	–	–	﹤0.01%	649
2022 Q2	$5K	Hold	21	–	–	﹤0.01%	668
2022 Q1	$6K	Hold	21	–	–	﹤0.01%	640
2021 Q4	$7K	Hold	21	–	–	﹤0.01%	614
2021 Q3	$6K	Hold	21	–	–	﹤0.01%	581
2021 Q2	$6K	Hold	21	–	–	﹤0.01%	563
2021 Q1	$7K	Hold	21	–	–	﹤0.01%	490
2020 Q4	$6K	Hold	21	–	–	﹤0.01%	480
2020 Q3	$4K	Sell	21 -18	-46%	-$3.54K	﹤0.01%	476
2020 Q2	$7K	Buy	39 +18	+86%	+$2.9K	﹤0.01%	422
2020 Q1	$3K	Hold	21	–	–	﹤0.01%	478
2019 Q4	$4K	Hold	21	–	–	﹤0.01%	472
2019 Q3	$4K	Buy	21 +1	+5%	+$170	﹤0.01%	444
2019 Q2	$3K	Hold	20	–	–	﹤0.01%	471
2019 Q1	$4K	Hold	20	–	–	﹤0.01%	455
2018 Q4	$3K	Hold	20	–	–	﹤0.01%	482
2018 Q3	$3K	Hold	20	–	–	﹤0.01%	489
2018 Q2	$3K	Hold	20	–	–	﹤0.01%	508
2018 Q1	$3K	Hold	20	–	–	﹤0.01%	473
2017 Q4	$4K	Hold	20	–	–	﹤0.01%	449
2017 Q3	$4K	Hold	20	–	–	﹤0.01%	441
2017 Q2	$3K	Hold	20	–	–	﹤0.01%	460
2017 Q1	$3K	Buy	+20	New	+$3.04K	﹤0.01%	436

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baystate Wealth Management's PH Position: Q4 2023 in Review

Baystate Wealth Management held its Parker-Hannifin (PH) position steady in Q4 2023 at 70 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Baystate Wealth Management first reported a position in PH in Q1 2017 and has held it in 28 quarters since. 1,302 funds tracked by Wall St. Rank hold PH as of Q4 2023.

Baystate Wealth Management held 70 shares of Parker-Hannifin worth $32.3K as of Q4 2023.
Baystate Wealth Management left its Parker-Hannifin share count unchanged in Q4 2023.
Parker-Hannifin made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #464 holding.
Baystate Wealth Management first reported a position in Parker-Hannifin in Q1 2017 and has held it in 28 quarters since.
1,302 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.