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Safeguard Investment Advisory Group’s Parker-Hannifin PH Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-14
Closed -$3K – 523
2020
Q4 		$3K Buy
+14
New +$3.47K ﹤0.01% 596

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Investment Advisory Group's PH Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Parker-Hannifin (PH) in Q1 2021, closing a stake of 14 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in PH in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 925 funds tracked by Wall St. Rank hold PH as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Parker-Hannifin position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 14 Parker-Hannifin shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Parker-Hannifin in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Parker-Hannifin position peaked at $3K in Q4 2020.
  • 925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.