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Buckingham Strategic Wealth’s Parker-Hannifin PH Stock Holding History

Buckingham Strategic 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
Q2 		$462K Buy
913
+59
+7% +$31.6K ﹤0.01% 486
2024
Q1 		$475K Buy
854
+123
+17% +$62.5K 0.01% 471
2023
Q4 		$337K Buy
731
+47
+7% +$19.6K ﹤0.01% 540
2023
Q3 		$266K Sell
684
-41
-6% -$16.5K ﹤0.01% 556
2023
Q2 		$283K Sell
725
-64
-8% -$21.7K ﹤0.01% 544
2023
Q1 		$230K Hold
789
– – ﹤0.01% 538
2022
Q4 		$230K Sell
789
-305
-28% -$87.3K ﹤0.01% 540
2022
Q3 		$265K Buy
1,094
+266
+32% +$72K 0.01% 494
2022
Q2 		$204K Sell
828
-154
-16% -$41.2K ﹤0.01% 556
2022
Q1 		$279K Buy
982
+52
+6% +$15.7K 0.01% 487
2021
Q4 		$296K Sell
930
-130
-12% -$40.2K 0.01% 473
2021
Q3 		$296K Buy
1,060
+145
+16% +$43.1K 0.01% 469
2021
Q2 		$281K Buy
915
+220
+32% +$68.1K 0.01% 475
2021
Q1 		$219K Buy
+695
New +$201K 0.01% 499
2018
Q3 		– Sell
-1,399
Closed -$218K – 371
2018
Q2 		$218K Buy
+1,399
New +$239K 0.04% 328

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's PH Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Parker-Hannifin (PH) stake by 6.9% in Q2 2024, buying an estimated $31.6K and bringing the position to 913 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Buckingham Strategic Wealth first reported a position in PH in Q2 2018 and has held it in 15 quarters since. The position peaked at $475K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Buckingham Strategic Wealth held 913 shares of Parker-Hannifin worth $462K as of Q2 2024.
  • Buckingham Strategic Wealth bought 59 Parker-Hannifin shares in Q2 2024, an estimated $31.6K.
  • Parker-Hannifin made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #486 holding.
  • Buckingham Strategic Wealth first reported a position in Parker-Hannifin in Q2 2018 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's Parker-Hannifin position peaked at $475K in Q1 2024.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.