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Long Island Wealth Management’s Parker-Hannifin PH Stock Holding History

Long Island 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
2024
Q1 		– Sell
-8
Closed -$4K – 312
2023
Q4 		$4K Buy
+8
New +$3.33K ﹤0.01% 292

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's PH Position: Q1 2024 in Review

Long Island Wealth Management sold out of Parker-Hannifin (PH) in Q1 2024, closing a stake of 8 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in PH in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 1,418 funds tracked by Wall St. Rank hold PH as of Q1 2024.

  • Long Island Wealth Management reported no remaining Parker-Hannifin position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 8 Parker-Hannifin shares in Q1 2024, an estimated $4K.
  • Long Island Wealth Management first reported a position in Parker-Hannifin in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Parker-Hannifin position peaked at $4K in Q4 2023.
  • 1,418 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.