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

Mattern 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
Q3 		– Sell
-2,464
Closed -$1.25M – 182
2024
Q2 		$1.25M Buy
+2,464
New +$1.32M 0.3% 70

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mattern Wealth Management's PH Position: Q3 2024 in Review

Mattern Wealth Management sold out of Parker-Hannifin (PH) in Q3 2024, closing a stake of 2,464 shares — an estimated $1.25M sold.

Mattern Wealth Management first reported a position in PH in Q2 2024 and held it in 1 quarter. The position peaked at $1.25M in Q2 2024. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • Mattern Wealth Management reported no remaining Parker-Hannifin position as of Q3 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 2,464 Parker-Hannifin shares in Q3 2024, an estimated $1.25M.
  • Mattern Wealth Management first reported a position in Parker-Hannifin in Q2 2024 and held it in 1 quarter.
  • Mattern Wealth Management's Parker-Hannifin position peaked at $1.25M in Q2 2024.
  • 1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on Mattern Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.