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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
2018
Q4 		– Sell
-500
Closed -$4K – 1010
2018
Q3 		$4K Buy
+500
New +$85.9K ﹤0.01% 938

Other funds holding PH

Vanguard Group
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

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.