Certified Advisory Corp’s Parker-Hannifin PH Stock Holding History

Certified Advisory Corp’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
2023 Q4	–	Sell	-62	Closed	-$24.1K	–	305
2023 Q3	$24.1K	Buy	+62	New	+$24.9K	﹤0.01%	264
2021 Q2	–	Sell	-36	Closed	-$11K	–	584
2021 Q1	$11K	Buy	+36	New	+$10.4K	﹤0.01%	584

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Certified Advisory Corp's PH Position: Q4 2023 in Review

Certified Advisory Corp sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 62 shares — an estimated $24.1K sold.

Certified Advisory Corp first reported a position in PH in Q1 2021 and held it in 2 quarters. The position peaked at $24.1K in Q3 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

Certified Advisory Corp reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 62 Parker-Hannifin shares in Q4 2023, an estimated $24.1K.
Certified Advisory Corp first reported a position in Parker-Hannifin in Q1 2021 and held it in 2 quarters.
Certified Advisory Corp's Parker-Hannifin position peaked at $24.1K in Q3 2023.
1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.