Cypress Wealth Services’s Parker-Hannifin PH Stock Holding History

Cypress Wealth Services’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 Q3	–	Sell	-1,149	Closed	-$353K	–	252
2021 Q2	$353K	Buy	1,149 +4	+0.3%	+$1.24K	0.1%	177
2021 Q1	$361K	Buy	1,145 +14	+1%	+$4.04K	0.08%	196
2020 Q4	$308K	Buy	+1,131	New	+$280K	0.07%	200
2020 Q3	–	Sell	-1,123	Closed	-$221K	–	435
2020 Q2	$206K	Buy	+1,123	New	+$181K	0.05%	248
2020 Q1	–	Sell	-1,112	Closed	-$229K	–	265
2019 Q4	$229K	Buy	1,112 +4	+0.4%	+$775	0.06%	222
2019 Q3	$200K	Buy	+1,108	New	+$188K	0.05%	241
2019 Q1	–	Sell	-1,427	Closed	-$213K	–	271
2018 Q4	$213K	Buy	1,427 +11	+0.8%	+$1.78K	0.08%	190
2018 Q3	$260K	Buy	1,416 +4	+0.3%	+$687	0.09%	181
2018 Q2	$220K	Buy	+1,412	New	+$241K	0.08%	202

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Cypress Wealth Services's PH Position: Q3 2021 in Review

Cypress Wealth Services sold out of Parker-Hannifin (PH) in Q3 2021, closing a stake of 1,149 shares — an estimated $353K sold.

Cypress Wealth Services first reported a position in PH in Q2 2018 and held it in 9 quarters. The position peaked at $361K in Q1 2021. 889 funds tracked by Wall St. Rank hold PH as of Q3 2021.

Cypress Wealth Services reported no remaining Parker-Hannifin position as of Q3 2021 after selling out during the quarter.
Cypress Wealth Services sold 1,149 Parker-Hannifin shares in Q3 2021, an estimated $353K.
Cypress Wealth Services first reported a position in Parker-Hannifin in Q2 2018 and held it in 9 quarters.
Cypress Wealth Services's Parker-Hannifin position peaked at $361K in Q1 2021.
889 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.