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Kathleen S. Wright Associates’s Parker-Hannifin PH Stock Holding History

Kathleen S. Wright Associates’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
Q4 		– Sell
-24
Closed -$15.2K – 290
2024
Q3 		$15.2K Hold
24
– – 0.01% 228
2024
Q2 		$12.1K Hold
24
– – 0.01% 190
2024
Q1 		$13.3K Hold
24
– – 0.01% 175
2023
Q4 		$11.1K Hold
24
– – 0.01% 160
2023
Q3 		$9.35K Hold
24
– – 0.01% 151
2023
Q2 		$9.36K Hold
24
– – 0.01% 134
2023
Q1 		$8.07K Hold
24
– – 0.01% 130
2022
Q4 		$7K Hold
24
– – ﹤0.01% 165
2022
Q3 		$6K Buy
+24
New +$6.5K ﹤0.01% 154

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kathleen S. Wright Associates's PH Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 24 shares — an estimated $15.2K sold.

Kathleen S. Wright Associates first reported a position in PH in Q3 2022 and held it in 9 quarters. The position peaked at $15.2K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 24 Parker-Hannifin shares in Q4 2024, an estimated $15.2K.
  • Kathleen S. Wright Associates first reported a position in Parker-Hannifin in Q3 2022 and held it in 9 quarters.
  • Kathleen S. Wright Associates's Parker-Hannifin position peaked at $15.2K in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.