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Planning Capital Management Corporation’s Parker-Hannifin PH Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-135
Closed -$68.3K – 880
2024
Q2 		$68.3K Sell
135
-30
-18% -$16.1K 0.05% 174
2024
Q1 		$91.7K Sell
165
-30
-15% -$15.2K 0.07% 135
2023
Q4 		$89.8K Buy
+195
New +$81.2K 0.07% 139

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Capital Management Corporation's PH Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Parker-Hannifin (PH) in Q3 2024, closing a stake of 135 shares — an estimated $68.3K sold.

Planning Capital Management Corporation first reported a position in PH in Q4 2023 and held it in 3 quarters. The position peaked at $91.7K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Parker-Hannifin position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 135 Parker-Hannifin shares in Q3 2024, an estimated $68.3K.
  • Planning Capital Management Corporation first reported a position in Parker-Hannifin in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Parker-Hannifin position peaked at $91.7K in Q1 2024.
  • 1,523 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.