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Impact Partnership Wealth’s Parker-Hannifin PH Stock Holding History

Impact Partnership 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
2024
Q2 		– Sell
-15
Closed -$8.34K – 545
2024
Q1 		$8.34K Sell
15
-1
-6% -$508 ﹤0.01% 462
2023
Q4 		$7.37K Sell
16
-2
-11% -$833 ﹤0.01% 534
2023
Q3 		$7.01K Buy
18
+2
+13% +$804 ﹤0.01% 649
2023
Q2 		$6.24K Buy
+16
New +$5.41K ﹤0.01% 474

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

Impact Partnership Wealth's PH Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 15 shares — an estimated $8.34K sold.

Impact Partnership Wealth first reported a position in PH in Q2 2023 and held it in 4 quarters. The position peaked at $8.34K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 15 Parker-Hannifin shares in Q2 2024, an estimated $8.34K.
  • Impact Partnership Wealth first reported a position in Parker-Hannifin in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Parker-Hannifin position peaked at $8.34K in Q1 2024.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.