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Financial Insights’s Parker-Hannifin PH Stock Holding History

Financial Insights’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
2024
Q2 		– Sell
-466
Closed -$259K – 158
2024
Q1 		$259K Hold
466
– – 0.07% 144
2023
Q4 		$215K Buy
+466
New +$194K 0.07% 150
2023
Q3 		– Sell
-608
Closed -$237K – 153
2023
Q2 		$237K Sell
608
-628
-51% -$213K 0.09% 143
2023
Q1 		$415K Sell
1,236
-718
-37% -$238K 0.17% 105
2022
Q4 		$569K Buy
1,954
+787
+67% +$225K 0.27% 73
2022
Q3 		$283K Buy
+1,167
New +$316K 0.19% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Insights's PH Position: Q2 2024 in Review

Financial Insights sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 466 shares — an estimated $259K sold.

Financial Insights first reported a position in PH in Q3 2022 and held it in 6 quarters. The position peaked at $569K in Q4 2022. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Financial Insights reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Financial Insights sold 466 Parker-Hannifin shares in Q2 2024, an estimated $259K.
  • Financial Insights first reported a position in Parker-Hannifin in Q3 2022 and held it in 6 quarters.
  • Financial Insights's Parker-Hannifin position peaked at $569K in Q4 2022.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Financial Insights's 13F filing for Q2 2024, filed 16 Jul 2024.