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Curated Wealth Partners’s Parker-Hannifin PH Stock Holding History

Curated Wealth Partners’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
Q2 		– Sell
-1,492
Closed -$829K – 229
2024
Q1 		$829K Buy
+1,492
New +$758K 0.12% 57

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curated Wealth Partners's PH Position: Q4 2024 in Review

Curated Wealth Partners sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 1,535 shares — an estimated $970K sold.

Curated Wealth Partners first reported a position in PH in Q4 2020 and held it in 15 quarters. The position peaked at $970K in Q3 2024. 1,637 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Curated Wealth Partners reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 1,535 Parker-Hannifin shares in Q4 2024, an estimated $970K.
  • Curated Wealth Partners first reported a position in Parker-Hannifin in Q4 2020 and held it in 15 quarters.
  • Curated Wealth Partners's Parker-Hannifin position peaked at $970K in Q3 2024.
  • 1,637 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Curated Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.