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Personal Capital Advisors’s Parker-Hannifin PH Stock Holding History

Personal Capital 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 		$339K Buy
1,166
+29
+3% +$8.3K ﹤0.01% 358
2022
Q3 		$276K Sell
1,137
-58
-5% -$15.7K ﹤0.01% 376
2022
Q2 		$294K Buy
+1,195
New +$320K ﹤0.01% 357

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal Capital Advisors's PH Position: Q4 2022 in Review

Personal Capital Advisors increased its Parker-Hannifin (PH) stake by 2.6% in Q4 2022, buying an estimated $8.3K and bringing the position to 1,166 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Personal Capital Advisors first reported a position in PH in Q2 2022 and has held it in 3 quarters since. 1,032 funds tracked by Wall St. Rank hold PH as of Q4 2022.

  • Personal Capital Advisors held 1,166 shares of Parker-Hannifin worth $339K as of Q4 2022.
  • Personal Capital Advisors bought 29 Parker-Hannifin shares in Q4 2022, an estimated $8.3K.
  • Parker-Hannifin made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #358 holding.
  • Personal Capital Advisors first reported a position in Parker-Hannifin in Q2 2022 and has held it in 3 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.