Berman Capital Advisors’s Parker-Hannifin PH Stock Holding History

Berman Capital Advisors’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	$149K	Buy	538 +157	+41%	+$46.7K	0.02%	333
2021 Q2	$117K	Buy	381 +30	+9%	+$9.29K	0.02%	337
2021 Q1	$110K	Buy	351 +148	+73%	+$42.7K	0.02%	283
2020 Q4	$55K	Buy	203 +49	+32%	+$12.1K	0.01%	386
2020 Q3	$31K	Sell	154 -4	-3%	-$787	0.01%	469
2020 Q2	$28K	Buy	158 +24	+18%	+$3.87K	0.01%	458
2020 Q1	$16K	Sell	134 -12	-8%	-$2.17K	0.01%	553
2019 Q4	$30K	Hold	146	–	–	0.01%	430
2019 Q3	$26K	Hold	146	–	–	0.01%	437
2019 Q2	$24K	Buy	146 +11	+8%	+$1.9K	0.01%	463
2019 Q1	$23K	Buy	135 +42	+45%	+$6.96K	0.01%	422
2018 Q4	$13K	Buy	+93	New	+$15.1K	0.01%	467

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

Berman Capital Advisors's PH Position: Q3 2021 in Review

Berman Capital Advisors increased its Parker-Hannifin (PH) stake by 41% in Q3 2021, buying an estimated $46.7K and bringing the position to 538 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #333.

Berman Capital Advisors first reported a position in PH in Q4 2018 and has held it in 12 quarters since. 890 funds tracked by Wall St. Rank hold PH as of Q3 2021.

Berman Capital Advisors held 538 shares of Parker-Hannifin worth $149K as of Q3 2021.
Berman Capital Advisors bought 157 Parker-Hannifin shares in Q3 2021, an estimated $46.7K.
Parker-Hannifin made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #333 holding.
Berman Capital Advisors first reported a position in Parker-Hannifin in Q4 2018 and has held it in 12 quarters since.
890 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.