Financial Architects (New Jersey)’s Parker-Hannifin PH Stock Holding History

Financial Architects (New Jersey)’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	-9	Closed	-$2K	–	621
2020 Q2	$2K	Hold	9	–	–	﹤0.01%	810
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	818
2019 Q4	$2K	Sell	9 -10	-53%	-$1.94K	﹤0.01%	845
2019 Q3	$3K	Sell	19 -15	-44%	-$2.55K	﹤0.01%	888
2019 Q2	$6K	Sell	34 -7	-17%	-$1.21K	﹤0.01%	976
2019 Q1	$7K	Sell	41 -900	-96%	-$149K	﹤0.01%	1170
2018 Q4	$140K	Buy	941 +795	+545%	+$129K	0.03%	331
2018 Q3	$27K	Hold	146	–	–	﹤0.01%	835
2018 Q2	$23K	Sell	146 -121	-45%	-$20.6K	﹤0.01%	777
2018 Q1	$46K	Sell	267 -39	-13%	-$7.39K	0.01%	633
2017 Q4	$61K	Sell	306 -6	-2%	-$1.11K	0.01%	617
2017 Q3	$55K	Buy	312 +101	+48%	+$16.6K	0.01%	662
2017 Q2	$34K	Buy	211 +76	+56%	+$12K	0.01%	805
2017 Q1	$22K	Hold	135	–	–	﹤0.01%	915
2016 Q4	$19K	Hold	135	–	–	﹤0.01%	857
2016 Q3	$17K	Hold	135	–	–	﹤0.01%	880
2016 Q2	$15K	Buy	135 +23	+21%	+$2.58K	﹤0.01%	868
2016 Q1	$12K	Buy	+112	New	+$11.3K	﹤0.01%	709
2015 Q3	–	Sell	-112	Closed	-$13K	–	713
2015 Q2	$13K	Hold	112	–	–	﹤0.01%	733
2015 Q1	$13K	Sell	112 -6	-5%	-$727	0.01%	663
2014 Q4	$15K	Buy	118 +6	+5%	+$736	0.01%	585
2014 Q3	$13K	Hold	112	–	–	0.01%	540
2014 Q2	$14K	Buy	+112	New	+$14K	0.01%	570

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Architects (New Jersey)'s PH Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Parker-Hannifin (PH) in Q3 2020, closing a stake of 9 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in PH in Q2 2014 and held it in 23 quarters. The position peaked at $140K in Q4 2018. 792 funds tracked by Wall St. Rank hold PH as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Parker-Hannifin position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 9 Parker-Hannifin shares in Q3 2020, an estimated $2K.
Financial Architects (New Jersey) first reported a position in Parker-Hannifin in Q2 2014 and held it in 23 quarters.
Financial Architects (New Jersey)'s Parker-Hannifin position peaked at $140K in Q4 2018.
792 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.