Capital Directions Investment Advisors’s Parker-Hannifin PH Stock Holding History

Capital Directions Investment 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
2022 Q4	$24.2K	Buy	+83	New	+$23.8K	0.01%	162
2022 Q3	–	Sell	-83	Closed	-$22.5K	–	157
2022 Q2	$20K	Sell	83 -49	-37%	-$13.1K	0.01%	175
2022 Q1	$37K	Buy	+132	New	+$39.8K	0.01%	162
2021 Q4	–	Sell	-446	Closed	-$125K	–	173
2021 Q3	$125K	Buy	446 +83	+23%	+$24.7K	0.04%	82
2021 Q2	$111K	Buy	+363	New	+$112K	0.03%	76
2021 Q1	–	Sell	-465	Closed	-$127K	–	297
2020 Q4	$127K	Hold	465	–	–	0.04%	72
2020 Q3	$94K	Hold	465	–	–	0.04%	78
2020 Q2	$85K	Hold	465	–	–	0.03%	78
2020 Q1	$60K	Sell	465 -285	-38%	-$51.6K	0.03%	98
2019 Q4	$154K	Hold	750	–	–	0.05%	76
2019 Q3	$135K	Buy	+750	New	+$128K	0.04%	72

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

Capital Directions Investment Advisors's PH Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Parker-Hannifin (PH) in Q4 2022: 83 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #162 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PH as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in PH in Q3 2019 and has held it in 11 quarters since. The position peaked at $154K in Q4 2019. 1,033 funds tracked by Wall St. Rank hold PH as of Q4 2022.

Capital Directions Investment Advisors held 83 shares of Parker-Hannifin worth $24.2K as of Q4 2022.
Parker-Hannifin was a new Capital Directions Investment Advisors position in Q4 2022.
Parker-Hannifin made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #162 holding.
Capital Directions Investment Advisors first reported a position in Parker-Hannifin in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's Parker-Hannifin position peaked at $154K in Q4 2019.
1,033 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.