Gateway Advisory’s Parker-Hannifin PH Stock Holding History

Gateway Advisory’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
2022 Q1	–	Sell	-1,578	Closed	-$502K	–	112
2021 Q4	$502K	Buy	1,578 +3	+0.2%	+$928	0.11%	61
2021 Q3	$440K	Buy	1,575 +33	+2%	+$9.82K	0.09%	72
2021 Q2	$474K	Buy	1,542 +790	+105%	+$245K	0.1%	65
2021 Q1	$237K	Buy	+752	New	+$217K	0.06%	68

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Gateway Advisory's PH Position: Q1 2022 in Review

Gateway Advisory sold out of Parker-Hannifin (PH) in Q1 2022, closing a stake of 1,578 shares — an estimated $502K sold.

Gateway Advisory first reported a position in PH in Q1 2021 and held it in 4 quarters. The position peaked at $502K in Q4 2021. 982 funds tracked by Wall St. Rank hold PH as of Q1 2022.

Gateway Advisory reported no remaining Parker-Hannifin position as of Q1 2022 after selling out during the quarter.
Gateway Advisory sold 1,578 Parker-Hannifin shares in Q1 2022, an estimated $502K.
Gateway Advisory first reported a position in Parker-Hannifin in Q1 2021 and held it in 4 quarters.
Gateway Advisory's Parker-Hannifin position peaked at $502K in Q4 2021.
982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2022.

Based on Gateway Advisory's 13F filing for Q1 2022, filed 21 Apr 2022.