MIS
PH icon

Morningstar Investment Services’s Parker-Hannifin PH Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-858
Closed -$543K – 332
2024
Q3 		$543K Buy
858
+247
+40% +$140K 0.01% 266
2024
Q2 		$308K Buy
611
+114
+23% +$61.1K ﹤0.01% 308
2024
Q1 		$277K Sell
497
-233
-32% -$118K ﹤0.01% 296
2023
Q4 		$337K Buy
+730
New +$304K ﹤0.01% 334

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services's PH Position: Q4 2024 in Review

Morningstar Investment Services sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 858 shares — an estimated $543K sold.

Morningstar Investment Services first reported a position in PH in Q4 2023 and held it in 4 quarters. The position peaked at $543K in Q3 2024. 1,635 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Morningstar Investment Services reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 858 Parker-Hannifin shares in Q4 2024, an estimated $543K.
  • Morningstar Investment Services first reported a position in Parker-Hannifin in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Parker-Hannifin position peaked at $543K in Q3 2024.
  • 1,635 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.