Sargent Bickham Lagudis’s Parker-Hannifin PH Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$15.7K	Buy	54 +28	+108%	+$8.01K	﹤0.01%	653
2022 Q3	$6K	Hold	26	–	–	﹤0.01%	762
2022 Q2	$6K	Hold	26	–	–	﹤0.01%	772
2022 Q1	$7K	Hold	26	–	–	﹤0.01%	756
2021 Q4	$8K	Hold	26	–	–	﹤0.01%	746
2021 Q3	$7K	Hold	26	–	–	﹤0.01%	774
2021 Q2	$8K	Hold	26	–	–	﹤0.01%	748
2021 Q1	$8K	Hold	26	–	–	﹤0.01%	746
2020 Q4	$7K	Hold	26	–	–	﹤0.01%	703
2020 Q3	$5K	Hold	26	–	–	﹤0.01%	666
2020 Q2	$5K	Hold	26	–	–	﹤0.01%	646
2020 Q1	$3K	Hold	26	–	–	﹤0.01%	682
2019 Q4	$5K	Buy	+26	New	+$5.04K	﹤0.01%	694
2018 Q1	–	Sell	-52	Closed	-$10K	–	796
2017 Q4	$10K	Hold	52	–	–	﹤0.01%	609
2017 Q3	$9K	Hold	52	–	–	﹤0.01%	629
2017 Q2	$8K	Buy	52 +30	+136%	+$4.75K	﹤0.01%	608
2017 Q1	$4K	Buy	+22	New	+$3.34K	﹤0.01%	673

Other funds holding PH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sargent Bickham Lagudis's PH Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Parker-Hannifin (PH) stake by 108% in Q4 2022, buying an estimated $8.01K and bringing the position to 54 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Sargent Bickham Lagudis first reported a position in PH in Q1 2017 and has held it in 17 quarters since. 1,032 funds tracked by Wall St. Rank hold PH as of Q4 2022.

Sargent Bickham Lagudis held 54 shares of Parker-Hannifin worth $15.7K as of Q4 2022.
Sargent Bickham Lagudis bought 28 Parker-Hannifin shares in Q4 2022, an estimated $8.01K.
Parker-Hannifin made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #653 holding.
Sargent Bickham Lagudis first reported a position in Parker-Hannifin in Q1 2017 and has held it in 17 quarters since.
1,032 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.