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REDW Wealth’s Parker-Hannifin PH Stock Holding History

REDW Wealth’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
-425
Closed -$269K – 154
2024
Q3 		$269K Hold
425
– – 0.07% 137
2024
Q2 		$215K Sell
425
-25
-6% -$13.4K 0.06% 151
2024
Q1 		$250K Hold
450
– – 0.07% 140
2023
Q4 		$207K Buy
+450
New +$187K 0.06% 146

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

REDW Wealth's PH Position: Q4 2024 in Review

REDW Wealth sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 425 shares — an estimated $269K sold.

REDW Wealth first reported a position in PH in Q4 2023 and held it in 4 quarters. The position peaked at $269K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • REDW Wealth reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 425 Parker-Hannifin shares in Q4 2024, an estimated $269K.
  • REDW Wealth first reported a position in Parker-Hannifin in Q4 2023 and held it in 4 quarters.
  • REDW Wealth's Parker-Hannifin position peaked at $269K in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.