Evolution Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Evolution Wealth Advisors’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 Q4	–	Sell	-23	Closed	-$6K	–	499
2021 Q3	$6K	Hold	23	–	–	﹤0.01%	486
2021 Q2	$7K	Hold	23	–	–	﹤0.01%	462
2021 Q1	$7K	Hold	23	–	–	﹤0.01%	483
2020 Q4	$6K	Sell	23 -33	-59%	-$8.17K	﹤0.01%	422
2020 Q3	$11K	Buy	56 +3	+6%	+$590	﹤0.01%	341
2020 Q2	$10K	Buy	53 +23	+77%	+$3.71K	﹤0.01%	290
2020 Q1	$4K	Buy	30 +8	+36%	+$1.45K	﹤0.01%	277
2019 Q4	$5K	Sell	22 -7	-24%	-$1.36K	﹤0.01%	406
2019 Q3	$5K	Buy	29 +9	+45%	+$1.53K	﹤0.01%	284
2019 Q2	$3K	Buy	+20	New	+$3.45K	﹤0.01%	359

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evolution Wealth Advisors's PH Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Parker-Hannifin (PH) in Q4 2021, closing a stake of 23 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in PH in Q2 2019 and held it in 10 quarters. The position peaked at $11K in Q3 2020. 979 funds tracked by Wall St. Rank hold PH as of Q4 2021.

Evolution Wealth Advisors reported no remaining Parker-Hannifin position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 23 Parker-Hannifin shares in Q4 2021, an estimated $6K.
Evolution Wealth Advisors first reported a position in Parker-Hannifin in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Parker-Hannifin position peaked at $11K in Q3 2020.
979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.