Omnia Family Wealth’s Parker-Hannifin PH Stock Holding History

Omnia Family Wealth’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
2019 Q2	–	Sell	-14	Closed	-$2K	–	404
2019 Q1	$2K	Hold	14	–	–	﹤0.01%	480
2018 Q4	$2K	Hold	14	–	–	﹤0.01%	433
2018 Q3	$3K	Hold	14	–	–	﹤0.01%	385
2018 Q2	$2K	Hold	14	–	–	﹤0.01%	451
2018 Q1	$2K	Hold	14	–	–	﹤0.01%	464
2017 Q4	$3K	Hold	14	–	–	﹤0.01%	386
2017 Q3	$2K	Sell	14 -31	-69%	-$5.09K	﹤0.01%	491
2017 Q2	$7K	Hold	45	–	–	﹤0.01%	342
2017 Q1	$7K	Hold	45	–	–	﹤0.01%	336
2016 Q4	$6K	Buy	+45	New	+$5.98K	﹤0.01%	349

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Omnia Family Wealth's PH Position: Q2 2019 in Review

Omnia Family Wealth sold out of Parker-Hannifin (PH) in Q2 2019, closing a stake of 14 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in PH in Q4 2016 and held it in 10 quarters. The position peaked at $7K in Q2 2017. 724 funds tracked by Wall St. Rank hold PH as of Q2 2019.

Omnia Family Wealth reported no remaining Parker-Hannifin position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 14 Parker-Hannifin shares in Q2 2019, an estimated $2K.
Omnia Family Wealth first reported a position in Parker-Hannifin in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Parker-Hannifin position peaked at $7K in Q2 2017.
724 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.