Credential Qtrade Securities’s Parker-Hannifin PH Stock Holding History

Credential Qtrade Securities’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	$6.67K	Hold	12	–	–	﹤0.01%	309
2023 Q4	$5.53K	Hold	12	–	–	﹤0.01%	308
2023 Q3	$4.67K	Hold	12	–	–	﹤0.01%	303
2023 Q2	$4.68K	Hold	12	–	–	﹤0.01%	309
2023 Q1	$4.03K	Buy	+12	New	+$3.97K	﹤0.01%	322
2022 Q1	–	Sell	-3	Closed	-$954	–	391
2021 Q4	$954	Buy	+3	New	+$928	﹤0.01%	359
2021 Q2	–	Sell	-6	Closed	-$1.89K	–	399
2021 Q1	$1.89K	Buy	+6	New	+$1.73K	﹤0.01%	347
2020 Q1	–	Sell	-8	Closed	-$1.65K	–	324
2019 Q4	$1.65K	Sell	8 -1,935	-100%	-$375K	﹤0.01%	299
2019 Q3	$351K	Buy	1,943 +22	+1%	+$3.74K	0.05%	135
2019 Q2	$327K	Buy	1,921 +8	+0.4%	+$1.38K	0.05%	138
2019 Q1	$328K	Sell	1,913 -61	-3%	-$10.1K	0.06%	138
2018 Q4	$294K	Sell	1,974 -70	-3%	-$11.3K	0.06%	133
2018 Q3	$376K	Buy	+2,044	New	+$351K	0.08%	134

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Credential Qtrade Securities's PH Position: Q1 2024 in Review

Credential Qtrade Securities held its Parker-Hannifin (PH) position steady in Q1 2024 at 12 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Credential Qtrade Securities first reported a position in PH in Q3 2018 and has held it in 13 quarters since. The position peaked at $376K in Q3 2018. 1,419 funds tracked by Wall St. Rank hold PH as of Q1 2024.

Credential Qtrade Securities held 12 shares of Parker-Hannifin worth $6.67K as of Q1 2024.
Credential Qtrade Securities left its Parker-Hannifin share count unchanged in Q1 2024.
Parker-Hannifin made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #309 holding.
Credential Qtrade Securities first reported a position in Parker-Hannifin in Q3 2018 and has held it in 13 quarters since.
Credential Qtrade Securities's Parker-Hannifin position peaked at $376K in Q3 2018.
1,419 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.