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Graves Light Lenhart Wealth’s Parker-Hannifin PH Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-75
Closed -$18K – 468
2022
Q2 		$18K Sell
75
-32
-30% -$8.56K ﹤0.01% 432
2022
Q1 		$30K Hold
107
– – ﹤0.01% 418
2021
Q4 		$34K Buy
107
+75
+234% +$23.2K ﹤0.01% 464
2021
Q3 		$9K Hold
32
– – ﹤0.01% 575
2021
Q2 		$10K Hold
32
– – ﹤0.01% 565
2021
Q1 		$10K Buy
32
+8
+33% +$2.31K ﹤0.01% 572
2020
Q4 		$7K Buy
+24
New +$5.94K ﹤0.01% 593

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Graves Light Lenhart Wealth's PH Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Parker-Hannifin (PH) in Q3 2022, closing a stake of 75 shares — an estimated $18K sold.

Graves Light Lenhart Wealth first reported a position in PH in Q4 2020 and held it in 7 quarters. The position peaked at $34K in Q4 2021. 960 funds tracked by Wall St. Rank hold PH as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Parker-Hannifin position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 75 Parker-Hannifin shares in Q3 2022, an estimated $18K.
  • Graves Light Lenhart Wealth first reported a position in Parker-Hannifin in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Parker-Hannifin position peaked at $34K in Q4 2021.
  • 960 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.