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Geller Advisors’s Parker-Hannifin PH Stock Holding History

Geller 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
Q4 		– Sell
-351
Closed -$222K – 270
2024
Q3 		$222K Buy
+351
New +$199K 0.02% 244
2024
Q1 		– Sell
-584
Closed -$269K – 282
2023
Q4 		$269K Hold
584
– – 0.03% 217
2023
Q3 		$227K Hold
584
– – 0.03% 227
2023
Q2 		$228K Buy
+584
New +$198K 0.03% 227

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geller Advisors's PH Position: Q4 2024 in Review

Geller Advisors sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 351 shares — an estimated $222K sold.

Geller Advisors first reported a position in PH in Q2 2023 and held it in 4 quarters. The position peaked at $269K in Q4 2023. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Geller Advisors reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Geller Advisors sold 351 Parker-Hannifin shares in Q4 2024, an estimated $222K.
  • Geller Advisors first reported a position in Parker-Hannifin in Q2 2023 and held it in 4 quarters.
  • Geller Advisors's Parker-Hannifin position peaked at $269K in Q4 2023.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.