Ironwood Financial’s Parker-Hannifin PH Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-53	Closed	-$15K	–	413
2021 Q3	$15K	Hold	53	–	–	﹤0.01%	320
2021 Q2	$16K	Buy	53 +21	+66%	+$6.5K	﹤0.01%	305
2021 Q1	$10K	Hold	32	–	–	﹤0.01%	341
2020 Q4	$9K	Hold	32	–	–	﹤0.01%	329
2020 Q3	$6K	Hold	32	–	–	﹤0.01%	311
2020 Q2	$6K	Buy	+32	New	+$5.16K	﹤0.01%	296

Other funds holding PH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ironwood Financial's PH Position: Q4 2021 in Review

Ironwood Financial sold out of Parker-Hannifin (PH) in Q4 2021, closing a stake of 53 shares — an estimated $15K sold.

Ironwood Financial first reported a position in PH in Q2 2020 and held it in 6 quarters. The position peaked at $16K in Q2 2021. 979 funds tracked by Wall St. Rank hold PH as of Q4 2021.

Ironwood Financial reported no remaining Parker-Hannifin position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 53 Parker-Hannifin shares in Q4 2021, an estimated $15K.
Ironwood Financial first reported a position in Parker-Hannifin in Q2 2020 and held it in 6 quarters.
Ironwood Financial's Parker-Hannifin position peaked at $16K in Q2 2021.
979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.