Forvis Mazars Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Forvis Mazars Wealth 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
2021 Q1	–	Sell	-2,851	Closed	-$777K	–	337
2020 Q4	$777K	Buy	2,851 +36	+1%	+$8.92K	0.04%	170
2020 Q3	$570K	Buy	2,815 +119	+4%	+$23.4K	0.03%	192
2020 Q2	$494K	Buy	+2,696	New	+$435K	0.03%	199

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

Forvis Mazars Wealth Advisors's PH Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2021, closing a stake of 2,851 shares — an estimated $777K sold.

Forvis Mazars Wealth Advisors first reported a position in PH in Q2 2020 and held it in 3 quarters. The position peaked at $777K in Q4 2020. 925 funds tracked by Wall St. Rank hold PH as of Q1 2021.

Forvis Mazars Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,851 Parker-Hannifin shares in Q1 2021, an estimated $777K.
Forvis Mazars Wealth Advisors first reported a position in Parker-Hannifin in Q2 2020 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's Parker-Hannifin position peaked at $777K in Q4 2020.
925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.