Burleson & Co’s Parker-Hannifin PH Stock Holding History

Burleson & Co’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
2022 Q4	–	Sell	-6	Closed	-$1K	–	445
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	376
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	391
2022 Q1	$2K	Buy	+6	New	+$1.81K	﹤0.01%	334

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Burleson & Co's PH Position: Q4 2022 in Review

Burleson & Co sold out of Parker-Hannifin (PH) in Q4 2022, closing a stake of 6 shares — an estimated $1K sold.

Burleson & Co first reported a position in PH in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 1,033 funds tracked by Wall St. Rank hold PH as of Q4 2022.

Burleson & Co reported no remaining Parker-Hannifin position as of Q4 2022 after selling out during the quarter.
Burleson & Co sold 6 Parker-Hannifin shares in Q4 2022, an estimated $1K.
Burleson & Co first reported a position in Parker-Hannifin in Q1 2022 and held it in 3 quarters.
Burleson & Co's Parker-Hannifin position peaked at $2K in Q1 2022.
1,033 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.