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GYL Financial Synergies’s Parker-Hannifin PH Stock Holding History

GYL Financial Synergies’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
Q3 		$4.5M Sell
7,117
-17
-0.2% -$9.66K 0.34% 73
2024
Q2 		$3.61M Buy
7,134
+498
+8% +$267K 0.28% 84
2024
Q1 		$3.69M Buy
6,636
+1,895
+40% +$963K 0.29% 83
2023
Q4 		$2.18M Sell
4,741
-22
-0.5% -$9.16K 0.18% 113
2023
Q3 		$1.86M Sell
4,763
-36
-0.8% -$14.5K 0.18% 119
2023
Q2 		$1.87M Buy
+4,799
New +$1.62M 0.17% 118

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's PH Position: Q3 2024 in Review

GYL Financial Synergies reduced its Parker-Hannifin (PH) stake by 0.24% in Q3 2024, selling an estimated $9.66K and leaving 7,117 shares worth $4.5M. The position accounts for 0.34% of the portfolio, ranked #73.

GYL Financial Synergies first reported a position in PH in Q2 2023 and has held it in 6 quarters since. 1,524 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • GYL Financial Synergies held 7,117 shares of Parker-Hannifin worth $4.5M as of Q3 2024.
  • GYL Financial Synergies sold 17 Parker-Hannifin shares in Q3 2024, an estimated $9.66K.
  • Parker-Hannifin made up 0.34% of GYL Financial Synergies's portfolio in Q3 2024, its #73 holding.
  • GYL Financial Synergies first reported a position in Parker-Hannifin in Q2 2023 and has held it in 6 quarters since.
  • 1,524 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.