Intersect Capital’s Parker-Hannifin PH Stock Holding History

Intersect Capital’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
2022 Q2	–	Sell	-717	Closed	-$203K	–	418
2022 Q1	$203K	Sell	717 -14	-2%	-$4.22K	0.04%	415
2021 Q4	$232K	Buy	+731	New	+$226K	0.04%	375
2021 Q3	–	Sell	-705	Closed	-$216K	–	413
2021 Q2	$216K	Buy	+705	New	+$218K	0.04%	335
2015 Q2	–	Sell	-946	Closed	-$113K	–	292
2015 Q1	$113K	Buy	946 +48	+5%	+$5.82K	0.09%	115
2014 Q4	$116K	Buy	+898	New	+$110K	0.1%	115

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Intersect Capital's PH Position: Q2 2022 in Review

Intersect Capital sold out of Parker-Hannifin (PH) in Q2 2022, closing a stake of 717 shares — an estimated $203K sold.

Intersect Capital first reported a position in PH in Q4 2014 and held it in 5 quarters. The position peaked at $232K in Q4 2021. 918 funds tracked by Wall St. Rank hold PH as of Q2 2022.

Intersect Capital reported no remaining Parker-Hannifin position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 717 Parker-Hannifin shares in Q2 2022, an estimated $203K.
Intersect Capital first reported a position in Parker-Hannifin in Q4 2014 and held it in 5 quarters.
Intersect Capital's Parker-Hannifin position peaked at $232K in Q4 2021.
918 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.