JBJ Investment Partners’s Parker-Hannifin PH Stock Holding History

JBJ Investment Partners’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	$356K	Sell	1,119 -229	-17%	-$70.8K	0.07%	47
2021 Q3	$377K	Sell	1,348 -52	-4%	-$15.5K	0.08%	46
2021 Q2	$430K	Buy	1,400 +120	+9%	+$37.1K	0.09%	44
2021 Q1	$404K	Sell	1,280 -27	-2%	-$7.79K	0.09%	43
2020 Q4	$356K	Buy	+1,307	New	+$324K	0.08%	46
2019 Q2	–	Sell	-211	Closed	-$36K	–	156
2019 Q1	$36K	Buy	+211	New	+$35K	0.01%	112

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

JBJ Investment Partners's PH Position: Q4 2021 in Review

JBJ Investment Partners reduced its Parker-Hannifin (PH) stake by 17% in Q4 2021, selling an estimated $70.8K and leaving 1,119 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #47.

JBJ Investment Partners first reported a position in PH in Q1 2019 and has held it in 6 quarters since. The position peaked at $430K in Q2 2021. 979 funds tracked by Wall St. Rank hold PH as of Q4 2021.

JBJ Investment Partners held 1,119 shares of Parker-Hannifin worth $356K as of Q4 2021.
JBJ Investment Partners sold 229 Parker-Hannifin shares in Q4 2021, an estimated $70.8K.
Parker-Hannifin made up 0.07% of JBJ Investment Partners's portfolio in Q4 2021, its #47 holding.
JBJ Investment Partners first reported a position in Parker-Hannifin in Q1 2019 and has held it in 6 quarters since.
JBJ Investment Partners's Parker-Hannifin position peaked at $430K in Q2 2021.
979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.