LM Advisors’s Parker-Hannifin PH Stock Holding History

LM 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
2024 Q1	–	Sell	-708	Closed	-$326K	–	579
2023 Q4	$326K	Buy	+708	New	+$295K	0.07%	145

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

LM Advisors's PH Position: Q1 2024 in Review

LM Advisors sold out of Parker-Hannifin (PH) in Q1 2024, closing a stake of 708 shares — an estimated $326K sold.

LM Advisors first reported a position in PH in Q4 2023 and held it in 1 quarter. The position peaked at $326K in Q4 2023. 1,418 funds tracked by Wall St. Rank hold PH as of Q1 2024.

LM Advisors reported no remaining Parker-Hannifin position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 708 Parker-Hannifin shares in Q1 2024, an estimated $326K.
LM Advisors first reported a position in Parker-Hannifin in Q4 2023 and held it in 1 quarter.
LM Advisors's Parker-Hannifin position peaked at $326K in Q4 2023.
1,418 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.