JOYN Advisors’s Parker-Hannifin PH Stock Holding History

JOYN 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
2019 Q1	–	Sell	-250	Closed	-$37K	–	1037
2018 Q4	$37K	Buy	250 +75	+43%	+$12.1K	0.01%	443
2018 Q3	$32K	Buy	175 +27	+18%	+$4.64K	0.01%	526
2018 Q2	$23K	Buy	148 +145	+4,833%	+$24.7K	﹤0.01%	625
2018 Q1	$1K	Buy	+3	New	+$568	﹤0.01%	1212

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JOYN Advisors's PH Position: Q1 2019 in Review

JOYN Advisors sold out of Parker-Hannifin (PH) in Q1 2019, closing a stake of 250 shares — an estimated $37K sold.

JOYN Advisors first reported a position in PH in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q4 2018. 701 funds tracked by Wall St. Rank hold PH as of Q1 2019.

JOYN Advisors reported no remaining Parker-Hannifin position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 250 Parker-Hannifin shares in Q1 2019, an estimated $37K.
JOYN Advisors first reported a position in Parker-Hannifin in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Parker-Hannifin position peaked at $37K in Q4 2018.
701 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.