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Okabena Investment Services’s Parker-Hannifin PH Stock Holding History

Okabena Investment 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
2022
Q4 		– Sell
-550
Closed -$133K – 242
2022
Q3 		$133K Buy
+550
New +$149K 0.06% 113

Other funds holding PH

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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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Okabena Investment Services's PH Position: Q4 2022 in Review

Okabena Investment Services sold out of Parker-Hannifin (PH) in Q4 2022, closing a stake of 550 shares — an estimated $133K sold.

Okabena Investment Services first reported a position in PH in Q3 2022 and held it in 1 quarter. The position peaked at $133K in Q3 2022. 1,032 funds tracked by Wall St. Rank hold PH as of Q4 2022.

  • Okabena Investment Services reported no remaining Parker-Hannifin position as of Q4 2022 after selling out during the quarter.
  • Okabena Investment Services sold 550 Parker-Hannifin shares in Q4 2022, an estimated $133K.
  • Okabena Investment Services first reported a position in Parker-Hannifin in Q3 2022 and held it in 1 quarter.
  • Okabena Investment Services's Parker-Hannifin position peaked at $133K in Q3 2022.
  • 1,032 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2022.

Based on Okabena Investment Services's 13F filing for Q4 2022, filed 8 Feb 2023.