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Kowal Investment Group’s Parker-Hannifin PH Stock Holding History

Kowal Investment Group’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
Q3 		$1.3M Buy
2,057
+403
+24% +$229K 0.24% 65
2024
Q2 		$837K Buy
+1,654
New +$887K 0.17% 79

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's PH Position: Q3 2024 in Review

Kowal Investment Group increased its Parker-Hannifin (PH) stake by 24% in Q3 2024, buying an estimated $229K and bringing the position to 2,057 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #65.

Kowal Investment Group first reported a position in PH in Q2 2024 and has held it in 2 quarters since. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • Kowal Investment Group held 2,057 shares of Parker-Hannifin worth $1.3M as of Q3 2024.
  • Kowal Investment Group bought 403 Parker-Hannifin shares in Q3 2024, an estimated $229K.
  • Parker-Hannifin made up 0.24% of Kowal Investment Group's portfolio in Q3 2024, its #65 holding.
  • Kowal Investment Group first reported a position in Parker-Hannifin in Q2 2024 and has held it in 2 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.