LBA
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Lowell Blake & Associates’s Parker-Hannifin PH Stock Holding History

Lowell Blake & Associates’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
2023
Q3 		$214K Hold
549
– – 0.06% 59
2023
Q2 		$214K Buy
+549
New +$186K 0.06% 57

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lowell Blake & Associates's PH Position: Q3 2023 in Review

Lowell Blake & Associates held its Parker-Hannifin (PH) position steady in Q3 2023 at 549 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #59.

Lowell Blake & Associates first reported a position in PH in Q2 2023 and has held it in 2 quarters since. The position peaked at $214K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

  • Lowell Blake & Associates held 549 shares of Parker-Hannifin worth $214K as of Q3 2023.
  • Lowell Blake & Associates left its Parker-Hannifin share count unchanged in Q3 2023.
  • Parker-Hannifin made up 0.06% of Lowell Blake & Associates's portfolio in Q3 2023, its #59 holding.
  • Lowell Blake & Associates first reported a position in Parker-Hannifin in Q2 2023 and has held it in 2 quarters since.
  • Lowell Blake & Associates's Parker-Hannifin position peaked at $214K in Q2 2023.
  • 1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.