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Sonora Investment Management’s Parker-Hannifin PH Stock Holding History

Sonora Investment Management’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
Q3 		$62K Buy
221
+34
+18% +$10.1K 0.01% 377
2021
Q2 		$57K Buy
187
+63
+51% +$19.5K 0.01% 370
2021
Q1 		$39K Sell
124
-282
-69% -$81.4K ﹤0.01% 689
2020
Q4 		$111K Buy
406
+60
+17% +$14.9K 0.01% 397
2020
Q3 		$70K Hold
346
– – 0.01% 474
2020
Q2 		$63K Sell
346
-103
-23% -$16.6K 0.01% 437
2020
Q1 		$58K Buy
449
+23
+5% +$4.16K 0.01% 423
2019
Q4 		$88K Sell
426
-127
-23% -$24.6K 0.01% 371
2019
Q3 		$100K Hold
553
– – 0.01% 346
2019
Q2 		$94K Buy
553
+109
+25% +$18.8K 0.01% 362
2019
Q1 		$76K Sell
444
-40
-8% -$6.63K 0.01% 380
2018
Q4 		$72K Buy
484
+55
+13% +$8.9K 0.01% 331
2018
Q3 		$79K Sell
429
-24
-5% -$4.12K 0.01% 320
2018
Q2 		$71K Buy
453
+24
+6% +$4.09K 0.01% 322
2018
Q1 		$73.4K Buy
429
+129
+43% +$24.4K 0.01% 306
2017
Q4 		$59.9K Sell
300
-56
-16% -$10.4K 0.01% 349
2017
Q3 		$62.3K Buy
356
+56
+19% +$9.2K 0.01% 304
2017
Q2 		$47.9K Hold
300
– – 0.01% 350
2017
Q1 		$48.1K Hold
300
– – 0.01% 342
2016
Q4 		$42K Sell
300
-24
-7% -$3.19K 0.01% 311
2016
Q3 		$40.7K Buy
324
+24
+8% +$2.86K 0.01% 320
2016
Q2 		$32.4K Hold
300
– – 0.01% 317
2016
Q1 		$34K Hold
300
– – 0.01% 342
2015
Q4 		$29K Sell
300
-20
-6% -$2.03K 0.01% 318
2015
Q3 		$33K Buy
+320
New +$34.8K 0.01% 255

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 $3.37T AUM 44.26% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sonora Investment Management's PH Position: Q3 2021 in Review

Sonora Investment Management increased its Parker-Hannifin (PH) stake by 18% in Q3 2021, buying an estimated $10.1K and bringing the position to 221 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #377.

Sonora Investment Management first reported a position in PH in Q3 2015 and has held it in 25 quarters since. The position peaked at $111K in Q4 2020. 890 funds tracked by Wall St. Rank hold PH as of Q3 2021.

  • Sonora Investment Management held 221 shares of Parker-Hannifin worth $62K as of Q3 2021.
  • Sonora Investment Management bought 34 Parker-Hannifin shares in Q3 2021, an estimated $10.1K.
  • Parker-Hannifin made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #377 holding.
  • Sonora Investment Management first reported a position in Parker-Hannifin in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Parker-Hannifin position peaked at $111K in Q4 2020.
  • 890 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.