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Disciplined Investments’s Parker-Hannifin PH Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-12
Closed -$4.68K – 1154
2023
Q2 		$4.68K Sell
12
-2
-14% -$677 ﹤0.01% 430
2023
Q1 		$4.71K Sell
14
-2
-13% -$662 ﹤0.01% 448
2022
Q4 		$4.66K Hold
16
– – ﹤0.01% 410
2022
Q3 		$4K Sell
16
-1
-6% -$271 ﹤0.01% 471
2022
Q2 		$4K Buy
17
+3
+21% +$803 ﹤0.01% 494
2022
Q1 		$4K Buy
+14
New +$4.22K ﹤0.01% 518

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's PH Position: Q3 2023 in Review

Disciplined Investments sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 12 shares — an estimated $4.68K sold.

Disciplined Investments first reported a position in PH in Q1 2022 and held it in 6 quarters. The position peaked at $4.71K in Q1 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

  • Disciplined Investments reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Parker-Hannifin shares in Q3 2023, an estimated $4.68K.
  • Disciplined Investments first reported a position in Parker-Hannifin in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Parker-Hannifin position peaked at $4.71K in Q1 2023.
  • 1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.