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Old Point Trust & Financial Services N A’s Parker-Hannifin PH Stock Holding History

Old Point Trust & Financial Services N A’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
-100
Closed -$63.2K – 359
2024
Q3 		$63.2K Hold
100
– – 0.02% 151
2024
Q2 		$50.6K Hold
100
– – 0.02% 153
2024
Q1 		$55.6K Hold
100
– – 0.02% 149
2023
Q4 		$46.1K Buy
+100
New +$41.6K 0.02% 135
2023
Q3 		– Sell
-100
Closed -$39K – 207
2023
Q2 		$39K Buy
+100
New +$33.8K 0.02% 126

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

Old Point Trust & Financial Services N A's PH Position: Q4 2024 in Review

Old Point Trust & Financial Services N A sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 100 shares — an estimated $63.2K sold.

Old Point Trust & Financial Services N A first reported a position in PH in Q2 2023 and held it in 5 quarters. The position peaked at $63.2K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Old Point Trust & Financial Services N A reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 100 Parker-Hannifin shares in Q4 2024, an estimated $63.2K.
  • Old Point Trust & Financial Services N A first reported a position in Parker-Hannifin in Q2 2023 and held it in 5 quarters.
  • Old Point Trust & Financial Services N A's Parker-Hannifin position peaked at $63.2K in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q4 2024, filed 11 Feb 2025.