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Gilliland Jeter Wealth Management’s Parker-Hannifin PH Stock Holding History

Gilliland Jeter Wealth Management’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
-206
Closed -$130K – 514
2024
Q3 		$130K Hold
206
– – 0.04% 202
2024
Q2 		$104K Buy
206
+1
+0.5% +$536 0.04% 212
2024
Q1 		$114K Buy
+205
New +$104K 0.04% 207

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

Gilliland Jeter Wealth Management's PH Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 206 shares — an estimated $130K sold.

Gilliland Jeter Wealth Management first reported a position in PH in Q1 2024 and held it in 3 quarters. The position peaked at $130K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 206 Parker-Hannifin shares in Q4 2024, an estimated $130K.
  • Gilliland Jeter Wealth Management first reported a position in Parker-Hannifin in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Parker-Hannifin position peaked at $130K in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.