Pinnacle Family Advisors’s Parker-Hannifin PH Stock Holding History

Pinnacle Family 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
2021 Q3	–	Sell	-846	Closed	-$260K	–	153
2021 Q2	$260K	Hold	846	–	–	0.11%	111
2021 Q1	$267K	Hold	846	–	–	0.14%	101
2020 Q4	$230K	Buy	+846	New	+$210K	0.14%	114

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Pinnacle Family Advisors's PH Position: Q3 2021 in Review

Pinnacle Family Advisors sold out of Parker-Hannifin (PH) in Q3 2021, closing a stake of 846 shares — an estimated $260K sold.

Pinnacle Family Advisors first reported a position in PH in Q4 2020 and held it in 3 quarters. The position peaked at $267K in Q1 2021. 889 funds tracked by Wall St. Rank hold PH as of Q3 2021.

Pinnacle Family Advisors reported no remaining Parker-Hannifin position as of Q3 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 846 Parker-Hannifin shares in Q3 2021, an estimated $260K.
Pinnacle Family Advisors first reported a position in Parker-Hannifin in Q4 2020 and held it in 3 quarters.
Pinnacle Family Advisors's Parker-Hannifin position peaked at $267K in Q1 2021.
889 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2021.

Based on Pinnacle Family Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.