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Kapitalo Investimentos’s Parker-Hannifin PH Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-205
Closed -$94.6K – 488
2023
Q4 		$94.6K Sell
205
-328
-62% -$137K 0.02% 396
2023
Q3 		$208K Buy
+533
New +$214K 0.03% 278
2023
Q2 		– Sell
-456
Closed -$153K – 650
2023
Q1 		$153K Buy
456
+154
+51% +$51K 0.05% 211
2022
Q4 		$87.9K Buy
+302
New +$86.4K 0.07% 79

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kapitalo Investimentos's PH Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Parker-Hannifin (PH) in Q1 2024, closing a stake of 205 shares — an estimated $94.6K sold.

Kapitalo Investimentos first reported a position in PH in Q4 2022 and held it in 4 quarters. The position peaked at $208K in Q3 2023. 1,418 funds tracked by Wall St. Rank hold PH as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Parker-Hannifin position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 205 Parker-Hannifin shares in Q1 2024, an estimated $94.6K.
  • Kapitalo Investimentos first reported a position in Parker-Hannifin in Q4 2022 and held it in 4 quarters.
  • Kapitalo Investimentos's Parker-Hannifin position peaked at $208K in Q3 2023.
  • 1,418 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.