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Next Financial Group’s Parker-Hannifin PH Stock Holding History

Next Financial Group’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
Q4 		$93K Buy
294
+45
+18% +$13.9K 0.01% 1197
2021
Q3 		$70K Buy
249
+50
+25% +$14.9K 0.01% 1274
2021
Q2 		$61K Buy
199
+30
+18% +$9.29K ﹤0.01% 1304
2021
Q1 		$53K Buy
169
+20
+13% +$5.77K ﹤0.01% 1259
2020
Q4 		$40K Buy
149
+43
+41% +$10.7K ﹤0.01% 1272
2020
Q3 		$21K Buy
+106
New +$20.9K ﹤0.01% 1394
2020
Q2 		– Sell
-105
Closed -$14K – 1532
2020
Q1 		$14K Buy
105
+63
+150% +$11.4K ﹤0.01% 1410
2019
Q4 		$9K Hold
42
– – ﹤0.01% 1819
2019
Q3 		$8K Hold
42
– – ﹤0.01% 1778
2019
Q2 		$7K Hold
42
– – ﹤0.01% 1798
2019
Q1 		$7K Buy
42
+5
+14% +$829 ﹤0.01% 1193
2018
Q4 		$6K Hold
37
– – ﹤0.01% 1507
2018
Q3 		$7K Buy
+37
New +$6.36K ﹤0.01% 1101
2017
Q1 		– Sell
-37
Closed -$5K – 2180
2016
Q4 		$5K Hold
37
– – ﹤0.01% 1940
2016
Q3 		$5K Buy
+37
New +$4.41K ﹤0.01% 1936
2015
Q4 		– Sell
-2
Closed – – 1910
2015
Q3 		$0 Hold
2
– – ﹤0.01% 1930
2015
Q2 		$0 Hold
2
– – ﹤0.01% 1932
2015
Q1 		$0 Hold
2
– – ﹤0.01% 1932
2014
Q4 		$0 Sell
2
-37
-95% -$4.54K ﹤0.01% 2235
2014
Q3 		$4K Buy
+39
New +$4.6K ﹤0.01% 2161

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's PH Position: Q4 2021 in Review

Next Financial Group increased its Parker-Hannifin (PH) stake by 18% in Q4 2021, buying an estimated $13.9K and bringing the position to 294 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #1197.

Next Financial Group first reported a position in PH in Q3 2014 and has held it in 20 quarters since. 979 funds tracked by Wall St. Rank hold PH as of Q4 2021.

  • Next Financial Group held 294 shares of Parker-Hannifin worth $93K as of Q4 2021.
  • Next Financial Group bought 45 Parker-Hannifin shares in Q4 2021, an estimated $13.9K.
  • Parker-Hannifin made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1197 holding.
  • Next Financial Group first reported a position in Parker-Hannifin in Q3 2014 and has held it in 20 quarters since.
  • 979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.