KB Financial Partners’s Parker-Hannifin PH Stock Holding History

KB Financial 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
2023 Q3	$86K	Sell	220 -76	-26%	-$30.5K	0.02%	207
2023 Q2	$115K	Buy	296 +88	+42%	+$29.8K	0.03%	194
2023 Q1	$70K	Buy	208 +194	+1,386%	+$64.2K	0.02%	232
2022 Q4	$4K	Hold	14	–	–	﹤0.01%	448
2022 Q3	$3K	Hold	14	–	–	﹤0.01%	469
2022 Q2	$3K	Sell	14 -230	-94%	-$61.5K	﹤0.01%	467
2022 Q1	$69K	Sell	244 -105	-30%	-$31.7K	0.02%	244
2021 Q4	$111K	Buy	+349	New	+$108K	0.03%	229
2021 Q3	–	Sell	-294	Closed	-$90K	–	457
2021 Q2	$90K	Buy	294 +280	+2,000%	+$86.7K	0.03%	215
2021 Q1	$4K	Buy	+14	New	+$4.04K	﹤0.01%	517

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's PH Position: Q3 2023 in Review

KB Financial Partners reduced its Parker-Hannifin (PH) stake by 26% in Q3 2023, selling an estimated $30.5K and leaving 220 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #207.

KB Financial Partners first reported a position in PH in Q1 2021 and has held it in 10 quarters since. The position peaked at $115K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

KB Financial Partners held 220 shares of Parker-Hannifin worth $86K as of Q3 2023.
KB Financial Partners sold 76 Parker-Hannifin shares in Q3 2023, an estimated $30.5K.
Parker-Hannifin made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #207 holding.
KB Financial Partners first reported a position in Parker-Hannifin in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Parker-Hannifin position peaked at $115K in Q2 2023.
1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.