CSat Investment Advisory’s Parker-Hannifin PH Stock Holding History

CSat Investment Advisory’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
2021 Q1	$21K	Buy	65 +2	+3%	+$577	0.02%	369
2020 Q4	$17K	Sell	63 -317	-83%	-$78.5K	0.02%	373
2020 Q3	$77K	Buy	380 +10	+3%	+$1.97K	0.01%	564
2020 Q2	$68K	Sell	370 -91	-20%	-$14.7K	0.01%	611
2020 Q1	$60K	Buy	461 +45	+11%	+$8.14K	0.01%	480
2019 Q4	$86K	Buy	416 +26	+7%	+$5.04K	0.02%	398
2019 Q3	$71K	Buy	390 +45	+13%	+$7.65K	0.02%	390
2019 Q2	$58K	Buy	345 +267	+342%	+$46K	0.02%	432
2019 Q1	$13K	Sell	78 -3	-4%	-$497	0.01%	401
2018 Q4	$12K	Buy	81 +30	+59%	+$4.86K	0.01%	388
2018 Q3	$9K	Buy	51 +9	+21%	+$1.55K	0.01%	387
2018 Q2	$7K	Buy	+42	New	+$7.16K	﹤0.01%	417

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CSat Investment Advisory's PH Position: Q1 2021 in Review

CSat Investment Advisory increased its Parker-Hannifin (PH) stake by 3.2% in Q1 2021, buying an estimated $577 and bringing the position to 65 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #369.

CSat Investment Advisory first reported a position in PH in Q2 2018 and has held it in 12 quarters since. The position peaked at $86K in Q4 2019. 926 funds tracked by Wall St. Rank hold PH as of Q1 2021.

CSat Investment Advisory held 65 shares of Parker-Hannifin worth $21K as of Q1 2021.
CSat Investment Advisory bought 2 Parker-Hannifin shares in Q1 2021, an estimated $577.
Parker-Hannifin made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #369 holding.
CSat Investment Advisory first reported a position in Parker-Hannifin in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Parker-Hannifin position peaked at $86K in Q4 2019.
926 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.