Kings Point Capital Management’s Parker-Hannifin PH Stock Holding History

Kings Point Capital Management’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
2022 Q1	$12.8M	Buy	45,014 +3,083	+7%	+$930K	1.11%	36
2021 Q4	$13.3M	Buy	+41,931	New	+$13M	1.09%	36
2020 Q1	–	Sell	-110	Closed	-$23K	–	491
2019 Q4	$23K	Buy	+110	New	+$21.3K	﹤0.01%	403

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kings Point Capital Management's PH Position: Q1 2022 in Review

Kings Point Capital Management increased its Parker-Hannifin (PH) stake by 7.4% in Q1 2022, buying an estimated $930K and bringing the position to 45,014 shares worth $12.8M. The position accounts for 1.11% of the portfolio, ranked #36.

Kings Point Capital Management first reported a position in PH in Q4 2019 and has held it in 3 quarters since. The position peaked at $13.3M in Q4 2021. 982 funds tracked by Wall St. Rank hold PH as of Q1 2022.

Kings Point Capital Management held 45,014 shares of Parker-Hannifin worth $12.8M as of Q1 2022.
Kings Point Capital Management bought 3,083 Parker-Hannifin shares in Q1 2022, an estimated $930K.
Parker-Hannifin made up 1.11% of Kings Point Capital Management's portfolio in Q1 2022, its #36 holding.
Kings Point Capital Management first reported a position in Parker-Hannifin in Q4 2019 and has held it in 3 quarters since.
Kings Point Capital Management's Parker-Hannifin position peaked at $13.3M in Q4 2021.
982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.