Lake Point Wealth Management’s Parker-Hannifin PH Stock Holding History

Lake Point Wealth 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
2019 Q1	–	Sell	-13	Closed	-$2K	–	817
2018 Q4	$2K	Buy	+13	New	+$2.1K	﹤0.01%	690

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Lake Point Wealth Management's PH Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Parker-Hannifin (PH) in Q1 2019, closing a stake of 13 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in PH in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 702 funds tracked by Wall St. Rank hold PH as of Q1 2019.

Lake Point Wealth Management reported no remaining Parker-Hannifin position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 13 Parker-Hannifin shares in Q1 2019, an estimated $2K.
Lake Point Wealth Management first reported a position in Parker-Hannifin in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Parker-Hannifin position peaked at $2K in Q4 2018.
702 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.