Safeguard Financial’s Parker-Hannifin PH Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-44	Closed	-$17K	–	416
2023 Q2	$17K	Buy	+44	New	+$14.9K	0.01%	284

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

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

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

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

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

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

Safeguard Financial's PH Position: Q3 2023 in Review

Safeguard Financial sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 44 shares — an estimated $17K sold.

Safeguard Financial first reported a position in PH in Q2 2023 and held it in 1 quarter. The position peaked at $17K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

Safeguard Financial reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 44 Parker-Hannifin shares in Q3 2023, an estimated $17K.
Safeguard Financial first reported a position in Parker-Hannifin in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Parker-Hannifin position peaked at $17K in Q2 2023.
1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.