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

Mosaic 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
2019 Q2	–	Sell	-52	Closed	-$9K	–	483
2019 Q1	$9K	Sell	52 -11	-17%	-$1.82K	﹤0.01%	510
2018 Q4	$9K	Hold	63	–	–	﹤0.01%	502
2018 Q3	$10K	Hold	63	–	–	﹤0.01%	500
2018 Q2	$10K	Hold	63	–	–	﹤0.01%	535
2018 Q1	$11K	Buy	63 +52	+473%	+$9.85K	﹤0.01%	515
2017 Q4	$2K	Buy	+11	New	+$2.04K	﹤0.01%	653

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Norges Bank Oslo, Norway $935B AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mosaic Family Wealth's PH Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Parker-Hannifin (PH) in Q2 2019, closing a stake of 52 shares — an estimated $9K sold.

Mosaic Family Wealth first reported a position in PH in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q1 2018. 724 funds tracked by Wall St. Rank hold PH as of Q2 2019.

Mosaic Family Wealth reported no remaining Parker-Hannifin position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 52 Parker-Hannifin shares in Q2 2019, an estimated $9K.
Mosaic Family Wealth first reported a position in Parker-Hannifin in Q4 2017 and held it in 6 quarters.
Mosaic Family Wealth's Parker-Hannifin position peaked at $11K in Q1 2018.
724 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.