Lenox Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Lenox Wealth Advisors’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 Q1	$2K	Hold	8	–	–	﹤0.01%	658
2021 Q4	$3K	Buy	+8	New	+$2.48K	﹤0.01%	678
2016 Q1	–	Sell	-46	Closed	-$4K	–	371
2015 Q4	$4K	Buy	+46	New	+$4.66K	﹤0.01%	260
2014 Q1	–	Sell	-25	Closed	-$3K	–	300
2013 Q4	$3K	Hold	25	–	–	﹤0.01%	275
2013 Q3	$3K	Buy	+25	New	+$2.57K	﹤0.01%	211

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lenox Wealth Advisors's PH Position: Q1 2022 in Review

Lenox Wealth Advisors held its Parker-Hannifin (PH) position steady in Q1 2022 at 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Lenox Wealth Advisors first reported a position in PH in Q3 2013 and has held it in 5 quarters since. The position peaked at $4K in Q4 2015. 983 funds tracked by Wall St. Rank hold PH as of Q1 2022.

Lenox Wealth Advisors held 8 shares of Parker-Hannifin worth $2K as of Q1 2022.
Lenox Wealth Advisors left its Parker-Hannifin share count unchanged in Q1 2022.
Parker-Hannifin made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #658 holding.
Lenox Wealth Advisors first reported a position in Parker-Hannifin in Q3 2013 and has held it in 5 quarters since.
Lenox Wealth Advisors's Parker-Hannifin position peaked at $4K in Q4 2015.
983 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.