Charter Oak Capital Management’s Parker-Hannifin PH Stock Holding History

Charter Oak Capital Management’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 Q3	–	Sell	-9	Closed	-$2K	–	667
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	842
2022 Q1	$3K	Buy	+9	New	+$2.71K	﹤0.01%	841
2021 Q2	–	Sell	-4	Closed	-$1K	–	859
2021 Q1	$1K	Buy	+4	New	+$1.16K	﹤0.01%	761

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charter Oak Capital Management's PH Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Parker-Hannifin (PH) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in PH in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 960 funds tracked by Wall St. Rank hold PH as of Q3 2022.

Charter Oak Capital Management reported no remaining Parker-Hannifin position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 9 Parker-Hannifin shares in Q3 2022, an estimated $2K.
Charter Oak Capital Management first reported a position in Parker-Hannifin in Q1 2021 and held it in 3 quarters.
Charter Oak Capital Management's Parker-Hannifin position peaked at $3K in Q1 2022.
960 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.