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Filbrandt Wealth Management’s Parker-Hannifin PH Stock Holding History

Filbrandt Wealth Management’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
2020
Q3 		– Sell
-250
Closed -$46K – 298
2020
Q2 		$46K Buy
+250
New +$40.3K 0.04% 121

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Filbrandt Wealth Management's PH Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Parker-Hannifin (PH) in Q3 2020, closing a stake of 250 shares — an estimated $46K sold.

Filbrandt Wealth Management first reported a position in PH in Q2 2020 and held it in 1 quarter. The position peaked at $46K in Q2 2020. 792 funds tracked by Wall St. Rank hold PH as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Parker-Hannifin position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 250 Parker-Hannifin shares in Q3 2020, an estimated $46K.
  • Filbrandt Wealth Management first reported a position in Parker-Hannifin in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Parker-Hannifin position peaked at $46K in Q2 2020.
  • 792 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.