Kula Investments’s Parker-Hannifin PH Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-1,090	Closed	-$317K	–	803
2022 Q4	$317K	Buy	+1,090	New	+$312K	0.09%	372

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kula Investments's PH Position: Q1 2023 in Review

Kula Investments sold out of Parker-Hannifin (PH) in Q1 2023, closing a stake of 1,090 shares — an estimated $317K sold.

Kula Investments first reported a position in PH in Q4 2022 and held it in 1 quarter. The position peaked at $317K in Q4 2022. 1,082 funds tracked by Wall St. Rank hold PH as of Q1 2023.

Kula Investments reported no remaining Parker-Hannifin position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 1,090 Parker-Hannifin shares in Q1 2023, an estimated $317K.
Kula Investments first reported a position in Parker-Hannifin in Q4 2022 and held it in 1 quarter.
Kula Investments's Parker-Hannifin position peaked at $317K in Q4 2022.
1,082 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.