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

Gideon 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
2020 Q1	–	Sell	-4,161	Closed	-$856K	–	160
2019 Q4	$856K	Buy	+4,161	New	+$806K	0.29%	126
2019 Q3	–	Sell	-10,468	Closed	-$1.78M	–	378
2019 Q2	$1.78M	Buy	+10,468	New	+$1.81M	0.61%	38
2019 Q1	–	Sell	-6,645	Closed	-$991K	–	484
2018 Q4	$991K	Buy	+6,645	New	+$1.08M	0.4%	71
2018 Q3	–	Sell	-7,972	Closed	-$1.24M	–	465
2018 Q2	$1.24M	Buy	7,972 +4,306	+117%	+$734K	0.62%	25
2018 Q1	$627K	Buy	+3,666	New	+$694K	0.39%	69
2017 Q4	–	Sell	-3,805	Closed	-$666K	–	378
2017 Q3	$666K	Buy	+3,805	New	+$625K	0.66%	16
2016 Q3	–	Sell	-2,172	Closed	-$235K	–	258
2016 Q2	$235K	Sell	2,172 -4,010	-65%	-$450K	0.14%	171
2016 Q1	$687K	Sell	6,182 -12,806	-67%	-$1.29M	0.86%	40
2015 Q4	$1.84M	Buy	+18,988	New	+$1.92M	1.34%	9
2014 Q3	–	Sell	-22,146	Closed	-$2.78M	–	343
2014 Q2	$2.78M	Buy	22,146 +487	+2%	+$60.7K	1.01%	22
2014 Q1	$2.59M	Buy	+21,659	New	+$2.6M	1.44%	11

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Gideon Capital Advisors's PH Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Parker-Hannifin (PH) in Q1 2020, closing a stake of 4,161 shares — an estimated $856K sold.

Gideon Capital Advisors first reported a position in PH in Q1 2014 and held it in 11 quarters. The position peaked at $2.78M in Q2 2014. 688 funds tracked by Wall St. Rank hold PH as of Q1 2020.

Gideon Capital Advisors reported no remaining Parker-Hannifin position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 4,161 Parker-Hannifin shares in Q1 2020, an estimated $856K.
Gideon Capital Advisors first reported a position in Parker-Hannifin in Q1 2014 and held it in 11 quarters.
Gideon Capital Advisors's Parker-Hannifin position peaked at $2.78M in Q2 2014.
688 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.