MD Financial Management’s Parker-Hannifin PH Stock Holding History

MD Financial 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
2021 Q4	$11K	Sell	36 -4,844	-99%	-$1.5M	﹤0.01%	300
2021 Q3	$1.36M	Sell	4,880 -756	-13%	-$225K	0.03%	240
2021 Q2	$1.73M	Buy	5,636 +5,600	+15,556%	+$1.73M	0.05%	215
2021 Q1	$11K	Hold	36	–	–	﹤0.01%	218
2020 Q4	$10K	Buy	+36	New	+$8.92K	﹤0.01%	95

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MD Financial Management's PH Position: Q4 2021 in Review

MD Financial Management reduced its Parker-Hannifin (PH) stake by 99% in Q4 2021, selling an estimated $1.5M and leaving 36 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

MD Financial Management first reported a position in PH in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.73M in Q2 2021. 979 funds tracked by Wall St. Rank hold PH as of Q4 2021.

MD Financial Management held 36 shares of Parker-Hannifin worth $11K as of Q4 2021.
MD Financial Management sold 4,844 Parker-Hannifin shares in Q4 2021, an estimated $1.5M.
Parker-Hannifin made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #300 holding.
MD Financial Management first reported a position in Parker-Hannifin in Q4 2020 and has held it in 5 quarters since.
MD Financial Management's Parker-Hannifin position peaked at $1.73M in Q2 2021.
979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.