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Cavalier Investments’s Parker-Hannifin PH Stock Holding History

Cavalier Investments’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 		– Sell
-1,524
Closed -$847K – 83
2024
Q1 		$847K Buy
1,524
+56
+4% +$28.5K 0.31% 60
2023
Q4 		$676K Buy
1,468
+24
+2% +$9.99K 0.25% 72
2023
Q3 		$562K Buy
1,444
+35
+2% +$14.1K 0.22% 74
2023
Q2 		$550K Buy
+1,409
New +$477K 0.2% 75

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

Cavalier Investments's PH Position: Q2 2024 in Review

Cavalier Investments sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 1,524 shares — an estimated $847K sold.

Cavalier Investments first reported a position in PH in Q2 2023 and held it in 4 quarters. The position peaked at $847K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Cavalier Investments reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Cavalier Investments sold 1,524 Parker-Hannifin shares in Q2 2024, an estimated $847K.
  • Cavalier Investments first reported a position in Parker-Hannifin in Q2 2023 and held it in 4 quarters.
  • Cavalier Investments's Parker-Hannifin position peaked at $847K in Q1 2024.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Cavalier Investments's 13F filing for Q2 2024, filed 2 Aug 2024.