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Horan Securities’s Parker-Hannifin PH Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-14
Closed -$5.46K – 491
2023
Q2 		$5.46K Hold
14
– – ﹤0.01% 463
2023
Q1 		$4.71K Hold
14
– – ﹤0.01% 476
2022
Q4 		$4.07K Buy
+14
New +$4.01K ﹤0.01% 480

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horan Securities's PH Position: Q3 2023 in Review

Horan Securities sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 14 shares — an estimated $5.46K sold.

Horan Securities first reported a position in PH in Q4 2022 and held it in 3 quarters. The position peaked at $5.46K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

  • Horan Securities reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 14 Parker-Hannifin shares in Q3 2023, an estimated $5.46K.
  • Horan Securities first reported a position in Parker-Hannifin in Q4 2022 and held it in 3 quarters.
  • Horan Securities's Parker-Hannifin position peaked at $5.46K in Q2 2023.
  • 1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.