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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Harris Associates

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

Geode Capital Management

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

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