Realta Investment Advisors’s Parker-Hannifin PH Stock Holding History

Realta Investment 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
2023 Q1	–	Sell	-715	Closed	-$208K	–	700
2022 Q4	$208K	Buy	+715	New	+$205K	0.05%	381
2022 Q2	–	Sell	-768	Closed	-$218K	–	428
2022 Q1	$218K	Buy	+768	New	+$232K	0.04%	371
2020 Q1	–	Sell	-93	Closed	-$19K	–	1078
2019 Q4	$19K	Buy	93 +24	+35%	+$4.65K	0.01%	947
2019 Q3	$12K	Hold	69	–	–	﹤0.01%	1068
2019 Q2	$12K	Buy	69 +6	+10%	+$1.03K	﹤0.01%	1088
2019 Q1	$11K	Buy	+63	New	+$10.4K	0.01%	892

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Realta Investment Advisors's PH Position: Q1 2023 in Review

Realta Investment Advisors sold out of Parker-Hannifin (PH) in Q1 2023, closing a stake of 715 shares — an estimated $208K sold.

Realta Investment Advisors first reported a position in PH in Q1 2019 and held it in 6 quarters. The position peaked at $218K in Q1 2022. 1,082 funds tracked by Wall St. Rank hold PH as of Q1 2023.

Realta Investment Advisors reported no remaining Parker-Hannifin position as of Q1 2023 after selling out during the quarter.
Realta Investment Advisors sold 715 Parker-Hannifin shares in Q1 2023, an estimated $208K.
Realta Investment Advisors first reported a position in Parker-Hannifin in Q1 2019 and held it in 6 quarters.
Realta Investment Advisors's Parker-Hannifin position peaked at $218K in Q1 2022.
1,082 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.