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Connectus Wealth’s Parker-Hannifin PH Stock Holding History

Connectus Wealth’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 		– Sell
-15,177
Closed -$7.03M – 481
2023
Q4 		$7.03M Buy
15,177
+1,005
+7% +$418K 0.14% 142
2023
Q3 		$5.55M Buy
14,172
+545
+4% +$219K 0.12% 152
2023
Q2 		$5.34M Sell
13,627
-7,220
-35% -$2.44M 0.12% 134
2023
Q1 		$7.04M Sell
20,847
-5,795
-22% -$1.92M 0.17% 122
2022
Q4 		$7.78M Buy
26,642
+2,579
+11% +$738K 0.18% 116
2022
Q3 		$5.84M Buy
24,063
+11,076
+85% +$3M 0.12% 167
2022
Q2 		$3.2M Buy
+12,987
New +$3.48M 0.07% 171

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

Connectus Wealth's PH Position: Q1 2024 in Review

Connectus Wealth sold out of Parker-Hannifin (PH) in Q1 2024, closing a stake of 15,177 shares — an estimated $7.03M sold.

Connectus Wealth first reported a position in PH in Q2 2022 and held it in 7 quarters. The position peaked at $7.78M in Q4 2022. 1,418 funds tracked by Wall St. Rank hold PH as of Q1 2024.

  • Connectus Wealth reported no remaining Parker-Hannifin position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 15,177 Parker-Hannifin shares in Q1 2024, an estimated $7.03M.
  • Connectus Wealth first reported a position in Parker-Hannifin in Q2 2022 and held it in 7 quarters.
  • Connectus Wealth's Parker-Hannifin position peaked at $7.78M in Q4 2022.
  • 1,418 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.