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Cetera Advisors’s Parker-Hannifin PH Stock Holding History

Cetera 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
2024
Q1 		$10.3M Buy
18,458
+13,413
+266% +$6.81M 0.08% 245
2023
Q4 		$2.32M Buy
5,045
+477
+10% +$199K 0.03% 455
2023
Q3 		$1.78M Buy
4,568
+342
+8% +$137K 0.03% 503
2023
Q2 		$1.65M Buy
4,226
+162
+4% +$54.8K 0.03% 530
2023
Q1 		$1.37M Buy
4,064
+481
+13% +$159K 0.02% 583
2022
Q4 		$1.04M Buy
3,583
+1,522
+74% +$436K 0.02% 659
2022
Q3 		$499K Sell
2,061
-227
-10% -$61.4K 0.01% 777
2022
Q2 		$563K Buy
2,288
+448
+24% +$120K 0.01% 788
2022
Q1 		$522K Buy
1,840
+54
+3% +$16.3K 0.01% 860
2021
Q4 		$568K Buy
1,786
+36
+2% +$11.1K 0.01% 846
2021
Q3 		$489K Buy
1,750
+25
+1% +$7.44K 0.01% 892
2021
Q2 		$530K Buy
1,725
+99
+6% +$30.6K 0.01% 802
2021
Q1 		$513K Buy
+1,626
New +$469K 0.01% 728

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Advisors's PH Position: Q1 2024 in Review

Cetera Advisors increased its Parker-Hannifin (PH) stake by 266% in Q1 2024, buying an estimated $6.81M and bringing the position to 18,458 shares worth $10.3M. The position accounts for 0.08% of the portfolio, ranked #245.

Cetera Advisors first reported a position in PH in Q1 2021 and has held it in 13 quarters since. 1,418 funds tracked by Wall St. Rank hold PH as of Q1 2024.

  • Cetera Advisors held 18,458 shares of Parker-Hannifin worth $10.3M as of Q1 2024.
  • Cetera Advisors bought 13,413 Parker-Hannifin shares in Q1 2024, an estimated $6.81M.
  • Parker-Hannifin made up 0.08% of Cetera Advisors's portfolio in Q1 2024, its #245 holding.
  • Cetera Advisors first reported a position in Parker-Hannifin in Q1 2021 and has held it in 13 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.