Macroview Investment Management’s Parker-Hannifin PH Stock Holding History

Macroview Investment 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
2023 Q3	–	Sell	-36	Closed	-$14K	–	856
2023 Q2	$14K	Hold	36	–	–	0.02%	168
2023 Q1	$12.1K	Hold	36	–	–	0.02%	194
2022 Q4	$10.5K	Buy	+36	New	+$10.3K	0.02%	239
2021 Q3	–	Sell	-13	Closed	-$4K	–	448
2021 Q2	$4K	Hold	13	–	–	0.01%	301
2021 Q1	$4K	Hold	13	–	–	0.01%	262
2020 Q4	$4K	Buy	+13	New	+$3.22K	0.01%	236
2020 Q1	–	Sell	-18	Closed	-$4K	–	342
2019 Q4	$4K	Buy	+18	New	+$3.49K	0.01%	202
2015 Q1	–	Sell	-2	Closed	–	–	215
2014 Q4	$0	Hold	2	–	–	﹤0.01%	261
2014 Q3	$0	Buy	+2	New	+$236	﹤0.01%	281
2014 Q2	–	Sell	-22	Closed	-$3K	–	244
2014 Q1	$3K	Buy	+22	New	+$2.64K	﹤0.01%	204

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macroview Investment Management's PH Position: Q3 2023 in Review

Macroview Investment Management sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 36 shares — an estimated $14K sold.

Macroview Investment Management first reported a position in PH in Q1 2014 and held it in 10 quarters. The position peaked at $14K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

Macroview Investment Management reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
Macroview Investment Management sold 36 Parker-Hannifin shares in Q3 2023, an estimated $14K.
Macroview Investment Management first reported a position in Parker-Hannifin in Q1 2014 and held it in 10 quarters.
Macroview Investment Management's Parker-Hannifin position peaked at $14K in Q2 2023.
1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Macroview Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.