Janiczek Wealth Management’s Parker-Hannifin PH Stock Holding History

Janiczek 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	$3.54K	Hold	7	–	–	﹤0.01%	780
2024 Q1	$3.89K	Hold	7	–	–	﹤0.01%	787
2023 Q4	$3.23K	Hold	7	–	–	﹤0.01%	799
2023 Q3	$2.73K	Hold	7	–	–	﹤0.01%	795
2023 Q2	$2.73K	Buy	+7	New	+$2.37K	﹤0.01%	734
2022 Q3	–	Sell	-11	Closed	-$3K	–	1030
2022 Q2	$3K	Buy	+11	New	+$2.94K	﹤0.01%	742
2022 Q1	–	Sell	-30	Closed	-$10K	–	1050
2021 Q4	$10K	Buy	+30	New	+$9.28K	﹤0.01%	592
2020 Q3	–	Sell	-11	Closed	-$2K	–	704
2020 Q2	$2K	Buy	+11	New	+$1.77K	﹤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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's PH Position: Q2 2024 in Review

Janiczek Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2024 at 7 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Janiczek Wealth Management first reported a position in PH in Q2 2020 and has held it in 8 quarters since. The position peaked at $10K in Q4 2021. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

Janiczek Wealth Management held 7 shares of Parker-Hannifin worth $3.54K as of Q2 2024.
Janiczek Wealth Management left its Parker-Hannifin share count unchanged in Q2 2024.
Parker-Hannifin made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #780 holding.
Janiczek Wealth Management first reported a position in Parker-Hannifin in Q2 2020 and has held it in 8 quarters since.
Janiczek Wealth Management's Parker-Hannifin position peaked at $10K in Q4 2021.
1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.