Kore Private Wealth’s Parker-Hannifin PH Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-1,182	Closed	-$291K	–	307
2022 Q2	$291K	Buy	1,182 +426	+56%	+$114K	0.04%	220
2022 Q1	$215K	Buy	756 +44	+6%	+$13.3K	0.03%	289
2021 Q4	$227K	Sell	712 -673	-49%	-$208K	0.03%	274
2021 Q3	$387K	Buy	1,385 +58	+4%	+$17.3K	0.04%	283
2021 Q2	$408K	Buy	1,327 +41	+3%	+$12.7K	0.05%	254
2021 Q1	$406K	Buy	1,286 +239	+23%	+$69K	0.05%	215
2020 Q4	$285K	Buy	+1,047	New	+$259K	0.04%	249
2020 Q3	–	Sell	-682	Closed	-$124K	–	855
2020 Q2	$124K	Buy	682 +5	+0.7%	+$807	0.03%	307
2020 Q1	$88K	Sell	677 -204	-23%	-$36.9K	0.02%	328
2019 Q4	$181K	Buy	+881	New	+$171K	0.03%	261
2019 Q2	–	Sell	-660	Closed	-$113K	–	631
2019 Q1	$113K	Hold	660	–	–	0.03%	267
2018 Q4	$98K	Buy	+660	New	+$107K	0.03%	280

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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

Kore Private Wealth's PH Position: Q3 2022 in Review

Kore Private Wealth sold out of Parker-Hannifin (PH) in Q3 2022, closing a stake of 1,182 shares — an estimated $291K sold.

Kore Private Wealth first reported a position in PH in Q4 2018 and held it in 12 quarters. The position peaked at $408K in Q2 2021. 961 funds tracked by Wall St. Rank hold PH as of Q3 2022.

Kore Private Wealth reported no remaining Parker-Hannifin position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 1,182 Parker-Hannifin shares in Q3 2022, an estimated $291K.
Kore Private Wealth first reported a position in Parker-Hannifin in Q4 2018 and held it in 12 quarters.
Kore Private Wealth's Parker-Hannifin position peaked at $408K in Q2 2021.
961 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.