Bison Wealth’s Parker-Hannifin PH Stock Holding History

Bison Wealth’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	$476K	Buy	749 +32	+4%	+$21.2K	0.1%	164
2024 Q3	$454K	Buy	+717	New	+$407K	0.07%	255

Other funds holding PH

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bison Wealth's PH Position: Q4 2024 in Review

Bison Wealth increased its Parker-Hannifin (PH) stake by 4.5% in Q4 2024, buying an estimated $21.2K and bringing the position to 749 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #164.

Bison Wealth first reported a position in PH in Q3 2024 and has held it in 2 quarters since. 1,635 funds tracked by Wall St. Rank hold PH as of Q4 2024.

Bison Wealth held 749 shares of Parker-Hannifin worth $476K as of Q4 2024.
Bison Wealth bought 32 Parker-Hannifin shares in Q4 2024, an estimated $21.2K.
Parker-Hannifin made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #164 holding.
Bison Wealth first reported a position in Parker-Hannifin in Q3 2024 and has held it in 2 quarters since.
1,635 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.