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Schechter Investment Advisors’s Parker-Hannifin PH Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$721K Sell
1,187
-185
-13% -$121K 0.06% 285
2024
Q4 		$873K Buy
1,372
+20
+1% +$13.2K 0.07% 264
2024
Q3 		$854K Buy
1,352
+94
+7% +$53.4K 0.06% 278
2024
Q2 		$636K Sell
1,258
-96
-7% -$51.5K 0.05% 324
2024
Q1 		$752K Buy
1,354
+96
+8% +$48.8K 0.06% 301
2023
Q4 		$580K Buy
1,258
+139
+12% +$57.9K 0.05% 327
2023
Q3 		$436K Buy
1,119
+10
+0.9% +$4.02K 0.04% 373
2023
Q2 		$433K Buy
1,109
+82
+8% +$27.7K 0.04% 409
2023
Q1 		$345K Sell
1,027
-61
-6% -$20.2K 0.03% 494
2022
Q4 		$317K Buy
1,088
+243
+29% +$69.6K 0.03% 616
2022
Q3 		$204K Buy
+845
New +$229K 0.02% 831
2022
Q2 		– Sell
-828
Closed -$236K – 995
2022
Q1 		$236K Sell
828
-30
-3% -$9.05K 0.02% 787
2021
Q4 		$273K Buy
+858
New +$265K 0.02% 701

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's PH Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Parker-Hannifin (PH) stake by 13% in Q1 2025, selling an estimated $121K and leaving 1,187 shares worth $721K. The position accounts for 0.06% of the portfolio, ranked #285.

Schechter Investment Advisors first reported a position in PH in Q4 2021 and has held it in 13 quarters since. The position peaked at $873K in Q4 2024. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Schechter Investment Advisors held 1,187 shares of Parker-Hannifin worth $721K as of Q1 2025.
  • Schechter Investment Advisors sold 185 Parker-Hannifin shares in Q1 2025, an estimated $121K.
  • Parker-Hannifin made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #285 holding.
  • Schechter Investment Advisors first reported a position in Parker-Hannifin in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Parker-Hannifin position peaked at $873K in Q4 2024.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.