PWP
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Personal Wealth Partners’s Parker-Hannifin PH Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-7
Closed -$1K – 456
2019
Q4 		$1K Hold
7
– – ﹤0.01% 451
2019
Q3 		$1K Buy
+7
New +$1.19K ﹤0.01% 465

Other funds holding PH

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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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's PH Position: Q1 2020 in Review

Personal Wealth Partners sold out of Parker-Hannifin (PH) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in PH in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 687 funds tracked by Wall St. Rank hold PH as of Q1 2020.

  • Personal Wealth Partners reported no remaining Parker-Hannifin position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 7 Parker-Hannifin shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Parker-Hannifin in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Parker-Hannifin position peaked at $1K in Q4 2019.
  • 687 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.