FormulaFolio Investments’s Parker-Hannifin PH Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-856	Closed	-$233K	–	706
2020 Q4	$233K	Buy	+856	New	+$212K	﹤0.01%	589
2018 Q1	–	Sell	-1,972	Closed	-$394K	–	295
2017 Q4	$394K	Buy	+1,972	New	+$367K	0.03%	193

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

FormulaFolio Investments's PH Position: Q1 2021 in Review

FormulaFolio Investments sold out of Parker-Hannifin (PH) in Q1 2021, closing a stake of 856 shares — an estimated $233K sold.

FormulaFolio Investments first reported a position in PH in Q4 2017 and held it in 2 quarters. The position peaked at $394K in Q4 2017. 925 funds tracked by Wall St. Rank hold PH as of Q1 2021.

FormulaFolio Investments reported no remaining Parker-Hannifin position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 856 Parker-Hannifin shares in Q1 2021, an estimated $233K.
FormulaFolio Investments first reported a position in Parker-Hannifin in Q4 2017 and held it in 2 quarters.
FormulaFolio Investments's Parker-Hannifin position peaked at $394K in Q4 2017.
925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.