Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Parker-Hannifin PH Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-3
Closed -$1.17K – 380
2023
Q3 		$1.17K Buy
+3
New +$1.21K ﹤0.01% 508

Other funds holding PH

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PH Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 3 shares — an estimated $1.17K sold.

Legacy Financial Group (Iowa) first reported a position in PH in Q3 2023 and held it in 1 quarter. The position peaked at $1.17K in Q3 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 3 Parker-Hannifin shares in Q4 2023, an estimated $1.17K.
  • Legacy Financial Group (Iowa) first reported a position in Parker-Hannifin in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Parker-Hannifin position peaked at $1.17K in Q3 2023.
  • 1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.