Meristem Family Wealth’s Parker-Hannifin PH Stock Holding History

Meristem Family Wealth’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
2022 Q1	$230K	Sell	810 -15	-2%	-$4.52K	0.02%	304
2021 Q4	$262K	Hold	825	–	–	0.02%	322
2021 Q3	$231K	Buy	825 +82	+11%	+$24.4K	0.02%	363
2021 Q2	$228K	Buy	+743	New	+$230K	0.04%	286

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Meristem Family Wealth's PH Position: Q1 2022 in Review

Meristem Family Wealth reduced its Parker-Hannifin (PH) stake by 1.8% in Q1 2022, selling an estimated $4.52K and leaving 810 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #304.

Meristem Family Wealth first reported a position in PH in Q2 2021 and has held it in 4 quarters since. The position peaked at $262K in Q4 2021. 982 funds tracked by Wall St. Rank hold PH as of Q1 2022.

Meristem Family Wealth held 810 shares of Parker-Hannifin worth $230K as of Q1 2022.
Meristem Family Wealth sold 15 Parker-Hannifin shares in Q1 2022, an estimated $4.52K.
Parker-Hannifin made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #304 holding.
Meristem Family Wealth first reported a position in Parker-Hannifin in Q2 2021 and has held it in 4 quarters since.
Meristem Family Wealth's Parker-Hannifin position peaked at $262K in Q4 2021.
982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.