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ICA Group Wealth Management’s Parker-Hannifin PH Stock Holding History

ICA Group 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
Q2 		– Sell
-11
Closed -$6.11K – 1170
2024
Q1 		$6.11K Hold
11
– – ﹤0.01% 997
2023
Q4 		$5.07K Buy
+11
New +$4.58K ﹤0.01% 1023
2023
Q3 		– Sell
-11
Closed -$4.29K – 935
2023
Q2 		$4.29K Hold
11
– – ﹤0.01% 1004
2023
Q1 		$3.7K Hold
11
– – ﹤0.01% 1004
2022
Q4 		$3.2K Sell
11
-3,447
-100% -$987K ﹤0.01% 1050
2022
Q3 		$838K Hold
3,458
– – 0.18% 131
2022
Q2 		$1.02M Buy
3,458
+16
+0.5% +$4.28K 0.19% 122
2022
Q1 		$956K Buy
+3,442
New +$1.04M 0.18% 126

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's PH Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 11 shares — an estimated $6.11K sold.

ICA Group Wealth Management first reported a position in PH in Q1 2022 and held it in 8 quarters. The position peaked at $1.02M in Q2 2022. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 11 Parker-Hannifin shares in Q2 2024, an estimated $6.11K.
  • ICA Group Wealth Management first reported a position in Parker-Hannifin in Q1 2022 and held it in 8 quarters.
  • ICA Group Wealth Management's Parker-Hannifin position peaked at $1.02M in Q2 2022.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.