Security National Trust’s Parker-Hannifin PH Stock Holding History

Security National Trust’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
2020 Q3	–	Sell	-26	Closed	-$5K	–	421
2020 Q2	$5K	Hold	26	–	–	﹤0.01%	377
2020 Q1	$3K	Buy	+26	New	+$4.71K	﹤0.01%	431
2015 Q3	–	Sell	-25	Closed	-$3K	–	479
2015 Q2	$3K	Hold	25	–	–	﹤0.01%	455
2015 Q1	$3K	Hold	25	–	–	﹤0.01%	460
2014 Q4	$3K	Buy	+25	New	+$3.07K	﹤0.01%	483
2014 Q1	–	Sell	-90	Closed	-$12K	–	540
2013 Q4	$12K	Hold	90	–	–	0.01%	397
2013 Q3	$10K	Hold	90	–	–	﹤0.01%	394
2013 Q2	$9K	Buy	+90	New	+$8.44K	﹤0.01%	389

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Security National Trust's PH Position: Q3 2020 in Review

Security National Trust sold out of Parker-Hannifin (PH) in Q3 2020, closing a stake of 26 shares — an estimated $5K sold.

Security National Trust first reported a position in PH in Q2 2013 and held it in 8 quarters. The position peaked at $12K in Q4 2013. 792 funds tracked by Wall St. Rank hold PH as of Q3 2020.

Security National Trust reported no remaining Parker-Hannifin position as of Q3 2020 after selling out during the quarter.
Security National Trust sold 26 Parker-Hannifin shares in Q3 2020, an estimated $5K.
Security National Trust first reported a position in Parker-Hannifin in Q2 2013 and held it in 8 quarters.
Security National Trust's Parker-Hannifin position peaked at $12K in Q4 2013.
792 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2020.

Based on Security National Trust's 13F filing for Q3 2020, filed 10 Nov 2020.