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JNBA Financial Advisors’s Parker-Hannifin PH Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-14
Closed -$3K – 694
2022
Q3 		$3K Buy
+14
New +$3.79K ﹤0.01% 577
2017
Q1 		– Sell
-30
Closed -$4K – 487
2016
Q4 		$4K Sell
30
-1,508
-98% -$201K ﹤0.01% 426
2016
Q3 		$193K Buy
+1,538
New +$183K 0.03% 224
2014
Q2 		– Sell
-50
Closed -$6K – 520
2014
Q1 		$6K Hold
50
– – ﹤0.01% 374
2013
Q4 		$6K Buy
+50
New +$5.81K ﹤0.01% 346

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JNBA Financial Advisors's PH Position: Q4 2022 in Review

JNBA Financial Advisors sold out of Parker-Hannifin (PH) in Q4 2022, closing a stake of 14 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in PH in Q4 2013 and held it in 5 quarters. The position peaked at $193K in Q3 2016. 1,032 funds tracked by Wall St. Rank hold PH as of Q4 2022.

  • JNBA Financial Advisors reported no remaining Parker-Hannifin position as of Q4 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 14 Parker-Hannifin shares in Q4 2022, an estimated $3K.
  • JNBA Financial Advisors first reported a position in Parker-Hannifin in Q4 2013 and held it in 5 quarters.
  • JNBA Financial Advisors's Parker-Hannifin position peaked at $193K in Q3 2016.
  • 1,032 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2022.

Based on JNBA Financial Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.