Optimum Investment Advisors’s Parker-Hannifin PH Stock Holding History

Optimum Investment Advisors’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	-168	Closed	-$41K	–	815
2022 Q3	$41K	Hold	168	–	–	0.02%	408
2022 Q2	$41K	Hold	168	–	–	0.02%	426
2022 Q1	$48K	Hold	168	–	–	0.02%	435
2021 Q4	$53K	Hold	168	–	–	0.02%	455
2021 Q3	$47K	Hold	168	–	–	0.02%	463
2021 Q2	$52K	Hold	168	–	–	0.02%	500
2021 Q1	$53K	Buy	168 +75	+81%	+$21.7K	0.02%	492
2020 Q4	$25K	Buy	+93	New	+$23K	0.01%	595
2014 Q4	–	Sell	-1,125	Closed	-$128K	–	1011
2014 Q3	$128K	Hold	1,125	–	–	0.04%	318
2014 Q2	$141K	Buy	1,125 +150	+15%	+$18.7K	0.05%	303
2014 Q1	$117K	Sell	975 -300	-24%	-$36K	0.04%	281
2013 Q4	$164K	Hold	1,275	–	–	0.06%	248
2013 Q3	$139K	Buy	+1,275	New	+$131K	0.06%	245

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's PH Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Parker-Hannifin (PH) in Q4 2022, closing a stake of 168 shares — an estimated $41K sold.

Optimum Investment Advisors first reported a position in PH in Q3 2013 and held it in 13 quarters. The position peaked at $164K in Q4 2013. 1,032 funds tracked by Wall St. Rank hold PH as of Q4 2022.

Optimum Investment Advisors reported no remaining Parker-Hannifin position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 168 Parker-Hannifin shares in Q4 2022, an estimated $41K.
Optimum Investment Advisors first reported a position in Parker-Hannifin in Q3 2013 and held it in 13 quarters.
Optimum Investment Advisors's Parker-Hannifin position peaked at $164K in Q4 2013.
1,032 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.