FinTrust Capital Advisors’s Parker-Hannifin PH Stock Holding History

FinTrust Capital 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
2024 Q3	$55K	Hold	87	–	–	0.01%	550
2024 Q2	$44K	Buy	87 +20	+30%	+$10.7K	0.01%	570
2024 Q1	$37.2K	Buy	67 +8	+14%	+$4.07K	0.01%	608
2023 Q4	$27.2K	Buy	59 +14	+31%	+$5.83K	0.01%	638
2023 Q3	$17.5K	Buy	45 +32	+246%	+$12.9K	﹤0.01%	685
2023 Q2	$3.78K	Hold	13	–	–	﹤0.01%	915
2023 Q1	$3.78K	Hold	13	–	–	﹤0.01%	909
2022 Q4	$3.78K	Sell	13 -72	-85%	-$20.6K	﹤0.01%	906
2022 Q3	$23K	Sell	85 -32	-27%	-$8.66K	0.01%	692
2022 Q2	$31K	Sell	117 -8	-6%	-$2.14K	0.01%	624
2022 Q1	$35K	Buy	+125	New	+$37.7K	0.01%	631
2020 Q2	–	Sell	-27	Closed	-$4K	–	1129
2020 Q1	$4K	Buy	+27	New	+$4.89K	﹤0.01%	915
2019 Q2	–	Sell	-107	Closed	-$18K	–	1201
2019 Q1	$18K	Hold	107	–	–	0.01%	634
2018 Q4	$16K	Buy	+107	New	+$17.3K	0.01%	661

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FinTrust Capital Advisors's PH Position: Q3 2024 in Review

FinTrust Capital Advisors held its Parker-Hannifin (PH) position steady in Q3 2024 at 87 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #550.

FinTrust Capital Advisors first reported a position in PH in Q4 2018 and has held it in 14 quarters since. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

FinTrust Capital Advisors held 87 shares of Parker-Hannifin worth $55K as of Q3 2024.
FinTrust Capital Advisors left its Parker-Hannifin share count unchanged in Q3 2024.
Parker-Hannifin made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #550 holding.
FinTrust Capital Advisors first reported a position in Parker-Hannifin in Q4 2018 and has held it in 14 quarters since.
1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.