Nicola Wealth Management’s Parker-Hannifin PH Stock Holding History

Nicola Wealth Management’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
2022 Q1	–	Sell	-651	Closed	-$208K	–	126
2021 Q4	$208K	Buy	+651	New	+$201K	0.02%	118
2021 Q3	–	Sell	-1,216	Closed	-$374K	–	118
2021 Q2	$374K	Sell	1,216 -284	-19%	-$87.9K	0.04%	114
2021 Q1	$473K	Sell	1,500 -5,100	-77%	-$1.47M	0.05%	111
2020 Q4	$1.8M	Hold	6,600	–	–	0.22%	96
2020 Q3	$1.33M	Hold	6,600	–	–	0.19%	100
2020 Q2	$1.21M	Hold	6,600	–	–	0.17%	102
2020 Q1	$1.21M	Buy	+6,600	New	+$1.19M	0.18%	96

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Nicola Wealth Management's PH Position: Q1 2022 in Review

Nicola Wealth Management sold out of Parker-Hannifin (PH) in Q1 2022, closing a stake of 651 shares — an estimated $208K sold.

Nicola Wealth Management first reported a position in PH in Q1 2020 and held it in 7 quarters. The position peaked at $1.8M in Q4 2020. 982 funds tracked by Wall St. Rank hold PH as of Q1 2022.

Nicola Wealth Management reported no remaining Parker-Hannifin position as of Q1 2022 after selling out during the quarter.
Nicola Wealth Management sold 651 Parker-Hannifin shares in Q1 2022, an estimated $208K.
Nicola Wealth Management first reported a position in Parker-Hannifin in Q1 2020 and held it in 7 quarters.
Nicola Wealth Management's Parker-Hannifin position peaked at $1.8M in Q4 2020.
982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2022.

Based on Nicola Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.