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
2018 Q2	–	Sell	-1,500	Closed	-$257K	–	1459
2018 Q1	$257K	Buy	+1,500	New	+$284K	0.05%	256

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.