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Kelly Financial Services’s Parker-Hannifin PH Stock Holding History

Kelly Financial Services’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
2021
Q4 		– Sell
-179
Closed -$50.1K – 699
2021
Q3 		$50.1K Hold
179
– – 0.03% 161
2021
Q2 		$55K Hold
179
– – 0.03% 150
2021
Q1 		$56.5K Hold
179
– – 0.04% 119
2020
Q4 		$48.8K Hold
179
– – 0.03% 116
2020
Q3 		$36.2K Buy
+179
New +$35.2K 0.03% 125

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kelly Financial Services's PH Position: Q4 2021 in Review

Kelly Financial Services sold out of Parker-Hannifin (PH) in Q4 2021, closing a stake of 179 shares — an estimated $50.1K sold.

Kelly Financial Services first reported a position in PH in Q3 2020 and held it in 5 quarters. The position peaked at $56.5K in Q1 2021. 980 funds tracked by Wall St. Rank hold PH as of Q4 2021.

  • Kelly Financial Services reported no remaining Parker-Hannifin position as of Q4 2021 after selling out during the quarter.
  • Kelly Financial Services sold 179 Parker-Hannifin shares in Q4 2021, an estimated $50.1K.
  • Kelly Financial Services first reported a position in Parker-Hannifin in Q3 2020 and held it in 5 quarters.
  • Kelly Financial Services's Parker-Hannifin position peaked at $56.5K in Q1 2021.
  • 980 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.