Boston Financial Management’s Parker-Hannifin PH Stock Holding History

Boston Financial 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
2024 Q4	$495K	Buy	+778	New	+$515K	0.01%	243
2024 Q3	–	Sell	-561	Closed	-$284K	–	335
2024 Q2	$284K	Sell	561 -25	-4%	-$13.4K	0.01%	287
2024 Q1	$326K	Hold	586	–	–	0.01%	287
2023 Q4	$270K	Buy	586 +25	+4%	+$10.4K	0.01%	291
2023 Q3	$219K	Buy	561 +34	+6%	+$13.7K	0.01%	289
2023 Q2	$206K	Buy	+527	New	+$178K	0.01%	303
2020 Q3	–	Sell	-767	Closed	-$141K	–	262
2020 Q2	$141K	Hold	767	–	–	0.01%	259
2020 Q1	$100K	Buy	+767	New	+$139K	0.01%	265
2019 Q4	–	Sell	-39,530	Closed	-$7.14M	–	238
2019 Q3	$7.14M	Hold	39,530	–	–	0.41%	70
2019 Q2	$6.72M	Hold	39,530	–	–	0.39%	72
2019 Q1	$6.78M	Hold	39,530	–	–	0.41%	74
2018 Q4	$5.9M	Buy	39,530 +333	+0.8%	+$53.9K	0.41%	76
2018 Q3	$7.21M	Hold	39,197	–	–	0.43%	78
2018 Q2	$6.11M	Buy	+39,197	New	+$6.68M	0.41%	82

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

Boston Financial Management's PH Position: Q4 2024 in Review

Boston Financial Management opened a new position in Parker-Hannifin (PH) in Q4 2024: 778 shares worth $495K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Boston Financial Management previously reported a position in PH as recently as Q2 2024.

Boston Financial Management first reported a position in PH in Q2 2018 and has held it in 14 quarters since. The position peaked at $7.21M in Q3 2018. 1,635 funds tracked by Wall St. Rank hold PH as of Q4 2024.

Boston Financial Management held 778 shares of Parker-Hannifin worth $495K as of Q4 2024.
Parker-Hannifin was a new Boston Financial Management position in Q4 2024.
Parker-Hannifin made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #243 holding.
Boston Financial Management first reported a position in Parker-Hannifin in Q2 2018 and has held it in 14 quarters since.
Boston Financial Management's Parker-Hannifin position peaked at $7.21M in Q3 2018.
1,635 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.