Meridian Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Meridian Wealth Advisors’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
2020 Q3	–	Sell	-1,185	Closed	-$217K	–	172
2020 Q2	$217K	Buy	+1,185	New	+$191K	0.1%	154
2020 Q1	–	Sell	-1,691	Closed	-$348K	–	162
2019 Q4	$348K	Buy	1,691 +11	+0.7%	+$2.13K	0.14%	118
2019 Q3	$303K	Buy	+1,680	New	+$286K	0.13%	121

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Meridian Wealth Advisors's PH Position: Q3 2020 in Review

Meridian Wealth Advisors sold out of Parker-Hannifin (PH) in Q3 2020, closing a stake of 1,185 shares — an estimated $217K sold.

Meridian Wealth Advisors first reported a position in PH in Q3 2019 and held it in 3 quarters. The position peaked at $348K in Q4 2019. 792 funds tracked by Wall St. Rank hold PH as of Q3 2020.

Meridian Wealth Advisors reported no remaining Parker-Hannifin position as of Q3 2020 after selling out during the quarter.
Meridian Wealth Advisors sold 1,185 Parker-Hannifin shares in Q3 2020, an estimated $217K.
Meridian Wealth Advisors first reported a position in Parker-Hannifin in Q3 2019 and held it in 3 quarters.
Meridian Wealth Advisors's Parker-Hannifin position peaked at $348K in Q4 2019.
792 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2020.

Based on Meridian Wealth Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.