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Simplicity Solutions’s Parker-Hannifin PH Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.17M Buy
2,531
+64
+3% +$26.6K 0.03% 405
2023
Q3 		$961K Sell
2,467
-387
-14% -$156K 0.03% 423
2023
Q2 		$1.11M Sell
2,854
-751
-21% -$254K 0.03% 438
2023
Q1 		$1.21M Buy
3,605
+1,301
+56% +$431K 0.03% 430
2022
Q4 		$671K Buy
2,304
+940
+69% +$269K 0.09% 269
2022
Q3 		$331K Buy
1,364
+262
+24% +$70.9K 0.05% 422
2022
Q2 		$271K Buy
1,102
+158
+17% +$42.3K 0.04% 466
2022
Q1 		$268K Sell
944
-936
-50% -$282K 0.03% 497
2021
Q4 		$598K Buy
1,880
+987
+111% +$305K 0.07% 338
2021
Q3 		$250K Buy
893
+88
+11% +$26.2K 0.04% 499
2021
Q2 		$247K Buy
805
+105
+15% +$32.5K 0.05% 446
2021
Q1 		$221K Sell
700
-2,313
-77% -$668K 0.05% 447
2020
Q4 		$821K Sell
3,013
-211
-7% -$52.3K 0.01% 593
2020
Q3 		$652K Sell
3,224
-658
-17% -$129K 0.01% 582
2020
Q2 		$711K Buy
+3,882
New +$626K 0.01% 556
2020
Q1 		– Sell
-1,058
Closed -$218K – 861
2019
Q4 		$218K Sell
1,058
-388
-27% -$75.2K 0.01% 776
2019
Q3 		$261K Sell
1,446
-1,321
-48% -$225K 0.01% 596
2019
Q2 		$470K Buy
+2,767
New +$477K 0.02% 363

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's PH Position: Q4 2023 in Review

Simplicity Solutions increased its Parker-Hannifin (PH) stake by 2.6% in Q4 2023, buying an estimated $26.6K and bringing the position to 2,531 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #405.

Simplicity Solutions first reported a position in PH in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.21M in Q1 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

  • Simplicity Solutions held 2,531 shares of Parker-Hannifin worth $1.17M as of Q4 2023.
  • Simplicity Solutions bought 64 Parker-Hannifin shares in Q4 2023, an estimated $26.6K.
  • Parker-Hannifin made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #405 holding.
  • Simplicity Solutions first reported a position in Parker-Hannifin in Q2 2019 and has held it in 18 quarters since.
  • Simplicity Solutions's Parker-Hannifin position peaked at $1.21M in Q1 2023.
  • 1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.