SWP
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ShoreHaven Wealth Partners’s Parker-Hannifin PH Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-594
Closed -$187K – 203
2021
Q1 		$187K Buy
594
+89
+18% +$25.7K 0.1% 56
2020
Q4 		$137K Buy
+505
New +$125K 0.08% 66

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's PH Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Parker-Hannifin (PH) in Q2 2021, closing a stake of 594 shares — an estimated $187K sold.

ShoreHaven Wealth Partners first reported a position in PH in Q4 2020 and held it in 2 quarters. The position peaked at $187K in Q1 2021. 940 funds tracked by Wall St. Rank hold PH as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Parker-Hannifin position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 594 Parker-Hannifin shares in Q2 2021, an estimated $187K.
  • ShoreHaven Wealth Partners first reported a position in Parker-Hannifin in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Parker-Hannifin position peaked at $187K in Q1 2021.
  • 940 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.