Private Advisory Group’s Parker-Hannifin PH Stock Holding History

Private Advisory Group’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 Q4	–	Sell	-320	Closed	-$202K	–	235
2024 Q3	$202K	Buy	+320	New	+$182K	0.02%	194

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Advisory Group's PH Position: Q4 2024 in Review

Private Advisory Group sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 320 shares — an estimated $202K sold.

Private Advisory Group first reported a position in PH in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

Private Advisory Group reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
Private Advisory Group sold 320 Parker-Hannifin shares in Q4 2024, an estimated $202K.
Private Advisory Group first reported a position in Parker-Hannifin in Q3 2024 and held it in 1 quarter.
Private Advisory Group's Parker-Hannifin position peaked at $202K in Q3 2024.
1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.