MPS Loria Financial Planners’s Parker-Hannifin PH Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-13	Closed	-$4K	–	446
2021 Q1	$4K	Hold	13	–	–	﹤0.01%	374
2020 Q4	$3K	Buy	+13	New	+$3.22K	﹤0.01%	424

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MPS Loria Financial Planners's PH Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Parker-Hannifin (PH) in Q2 2021, closing a stake of 13 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in PH in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 939 funds tracked by Wall St. Rank hold PH as of Q2 2021.

MPS Loria Financial Planners reported no remaining Parker-Hannifin position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 13 Parker-Hannifin shares in Q2 2021, an estimated $4K.
MPS Loria Financial Planners first reported a position in Parker-Hannifin in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Parker-Hannifin position peaked at $4K in Q1 2021.
939 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.