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Knowledge Leaders Capital’s Parker-Hannifin PH Stock Holding History

Knowledge Leaders Capital’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
Q2 		– Sell
-382
Closed -$212K – 41
2024
Q1 		$212K Sell
382
-714
-65% -$363K 0.37% 40
2023
Q4 		$505K Sell
1,096
-98
-8% -$40.8K 0.8% 44
2023
Q3 		$465K Sell
1,194
-1,356
-53% -$545K 0.69% 44
2023
Q2 		$995K Sell
2,550
-78
-3% -$26.4K 1.14% 20
2023
Q1 		$883K Sell
2,628
-78
-3% -$25.8K 1.17% 30
2022
Q4 		$787K Sell
2,706
-157
-5% -$44.9K 1.04% 34
2022
Q3 		$694K Sell
2,863
-160
-5% -$43.3K 0.88% 43
2022
Q2 		$744K Sell
3,023
-325
-10% -$87K 0.72% 60
2022
Q1 		$950K Hold
3,348
– – 0.68% 60
2021
Q4 		$1.06M Buy
3,348
+324
+11% +$100K 0.78% 51
2021
Q3 		$846K Sell
3,024
-4,430
-59% -$1.32M 0.68% 58
2021
Q2 		$2.29M Buy
7,454
+36
+0.5% +$11.1K 1.53% 5
2021
Q1 		$2.34M Buy
7,418
+23
+0.3% +$6.64K 1.86% 2
2020
Q4 		$2.01M Buy
7,395
+57
+0.8% +$14.1K 1.75% 5
2020
Q3 		$1.49M Buy
7,338
+4,386
+149% +$863K 1.41% 9
2020
Q2 		$541K Buy
+2,952
New +$476K 0.55% 67

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Knowledge Leaders Capital's PH Position: Q2 2024 in Review

Knowledge Leaders Capital sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 382 shares — an estimated $212K sold.

Knowledge Leaders Capital first reported a position in PH in Q2 2020 and held it in 16 quarters. The position peaked at $2.34M in Q1 2021. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Knowledge Leaders Capital reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Knowledge Leaders Capital sold 382 Parker-Hannifin shares in Q2 2024, an estimated $212K.
  • Knowledge Leaders Capital first reported a position in Parker-Hannifin in Q2 2020 and held it in 16 quarters.
  • Knowledge Leaders Capital's Parker-Hannifin position peaked at $2.34M in Q1 2021.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Knowledge Leaders Capital's 13F filing for Q2 2024, filed 11 Jul 2024.