LGL Partners’s Parker-Hannifin PH Stock Holding History

LGL Partners’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 Q4	–	Sell	-916	Closed	-$222K	–	137
2022 Q3	$222K	Buy	+916	New	+$248K	0.05%	124

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LGL Partners's PH Position: Q4 2022 in Review

LGL Partners sold out of Parker-Hannifin (PH) in Q4 2022, closing a stake of 916 shares — an estimated $222K sold.

LGL Partners first reported a position in PH in Q3 2022 and held it in 1 quarter. The position peaked at $222K in Q3 2022. 1,032 funds tracked by Wall St. Rank hold PH as of Q4 2022.

LGL Partners reported no remaining Parker-Hannifin position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 916 Parker-Hannifin shares in Q4 2022, an estimated $222K.
LGL Partners first reported a position in Parker-Hannifin in Q3 2022 and held it in 1 quarter.
LGL Partners's Parker-Hannifin position peaked at $222K in Q3 2022.
1,032 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.