Liberty Wealth Management’s Parker-Hannifin PH Stock Holding History

Liberty 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
2021 Q4	–	Sell	-15	Closed	-$4K	–	833
2021 Q3	$4K	Buy	15 +4	+36%	+$1.19K	﹤0.01%	980
2021 Q2	$3K	Hold	11	–	–	﹤0.01%	875
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	828
2020 Q4	$2K	Sell	11 -6	-35%	-$1.49K	﹤0.01%	825
2020 Q3	$3K	Hold	17	–	–	﹤0.01%	719
2020 Q2	$3K	Sell	17 -19	-53%	-$3.07K	﹤0.01%	702
2020 Q1	$5K	Sell	36 -20	-36%	-$3.62K	﹤0.01%	585
2019 Q4	$12K	Buy	56 +12	+27%	+$2.33K	0.01%	511
2019 Q3	$8K	Buy	+44	New	+$7.48K	0.01%	559

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Liberty Wealth Management's PH Position: Q4 2021 in Review

Liberty Wealth Management sold out of Parker-Hannifin (PH) in Q4 2021, closing a stake of 15 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in PH in Q3 2019 and held it in 9 quarters. The position peaked at $12K in Q4 2019. 979 funds tracked by Wall St. Rank hold PH as of Q4 2021.

Liberty Wealth Management reported no remaining Parker-Hannifin position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 15 Parker-Hannifin shares in Q4 2021, an estimated $4K.
Liberty Wealth Management first reported a position in Parker-Hannifin in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's Parker-Hannifin position peaked at $12K in Q4 2019.
979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.