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Novak & Powell Financial Services’s Parker-Hannifin PH Stock Holding History

Novak & Powell Financial 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
-1,841
Closed -$1.16M – 160
2024
Q3 		$1.16M Hold
1,841
– – 0.67% 37
2024
Q2 		$931K Hold
1,841
– – 0.58% 46
2024
Q1 		$1.02M Hold
1,841
– – 0.77% 31
2023
Q4 		$848K Buy
+1,841
New +$766K 0.57% 46

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Novak & Powell Financial Services's PH Position: Q4 2024 in Review

Novak & Powell Financial Services sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 1,841 shares — an estimated $1.16M sold.

Novak & Powell Financial Services first reported a position in PH in Q4 2023 and held it in 4 quarters. The position peaked at $1.16M in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Novak & Powell Financial Services reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Novak & Powell Financial Services sold 1,841 Parker-Hannifin shares in Q4 2024, an estimated $1.16M.
  • Novak & Powell Financial Services first reported a position in Parker-Hannifin in Q4 2023 and held it in 4 quarters.
  • Novak & Powell Financial Services's Parker-Hannifin position peaked at $1.16M in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Novak & Powell Financial Services's 13F filing for Q4 2024, filed 18 Feb 2025.