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Householder Group Estate & Retirement Specialist’s Parker-Hannifin PH Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$13K Sell
22
-6
-21% -$3.97K 0.01% 341
2024
Q3 		$17K Buy
28
+6
+27% +$3.41K 0.01% 730
2024
Q2 		$11K Hold
22
– – ﹤0.01% 801
2024
Q1 		$12.2K Hold
22
– – ﹤0.01% 774
2023
Q4 		$10K Buy
22
+12
+120% +$5K ﹤0.01% 762
2023
Q3 		$3.9K Buy
+10
New +$4.02K ﹤0.01% 979

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

Householder Group Estate & Retirement Specialist's PH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Parker-Hannifin (PH) stake by 21% in Q4 2024, selling an estimated $3.97K and leaving 22 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #341.

Householder Group Estate & Retirement Specialist first reported a position in PH in Q3 2023 and has held it in 6 quarters since. The position peaked at $17K in Q3 2024. 1,635 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 22 shares of Parker-Hannifin worth $13K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 6 Parker-Hannifin shares in Q4 2024, an estimated $3.97K.
  • Parker-Hannifin made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #341 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Parker-Hannifin in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's Parker-Hannifin position peaked at $17K in Q3 2024.
  • 1,635 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.