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	Sell	179 -54,794	-100%	-$16.3M	0.03%	161
2021 Q2	$179K	Buy	54,973 +54,794	+30,611%	+$17M	0.01%	310
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 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $179K in Q2 2021. 979 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 $179K in Q2 2021.
979 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.