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Milestone Investment Advisors’s Parker-Hannifin PH Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-217
Closed -$84.5K – 354
2023
Q3 		$84.5K Buy
+217
New +$87.2K 0.02% 156
2023
Q2 		– Sell
-217
Closed -$72.9K – 351
2023
Q1 		$72.9K Buy
+217
New +$71.9K 0.02% 168

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Milestone Investment Advisors's PH Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 217 shares — an estimated $84.5K sold.

Milestone Investment Advisors first reported a position in PH in Q1 2023 and held it in 2 quarters. The position peaked at $84.5K in Q3 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 217 Parker-Hannifin shares in Q4 2023, an estimated $84.5K.
  • Milestone Investment Advisors first reported a position in Parker-Hannifin in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Parker-Hannifin position peaked at $84.5K in Q3 2023.
  • 1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.