Squar Milner Financial Services’s Parker-Hannifin PH Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-457	Closed	-$59K	–	559
2020 Q1	$59K	Hold	457	–	–	0.04%	345
2019 Q4	$94K	Buy	+457	New	+$88.5K	0.05%	337
2019 Q3	–	Sell	-364	Closed	-$62K	–	568
2019 Q2	$62K	Sell	364 -8	-2%	-$1.38K	0.04%	325
2019 Q1	$63K	Hold	372	–	–	0.05%	302
2018 Q4	$55K	Buy	372 +351	+1,671%	+$56.8K	0.05%	280
2018 Q3	$4K	Hold	21	–	–	﹤0.01%	653
2018 Q2	$3K	Buy	+21	New	+$3.58K	﹤0.01%	790

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Squar Milner Financial Services's PH Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Parker-Hannifin (PH) in Q2 2020, closing a stake of 457 shares — an estimated $59K sold.

Squar Milner Financial Services first reported a position in PH in Q2 2018 and held it in 7 quarters. The position peaked at $94K in Q4 2019. 740 funds tracked by Wall St. Rank hold PH as of Q2 2020.

Squar Milner Financial Services reported no remaining Parker-Hannifin position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 457 Parker-Hannifin shares in Q2 2020, an estimated $59K.
Squar Milner Financial Services first reported a position in Parker-Hannifin in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Parker-Hannifin position peaked at $94K in Q4 2019.
740 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.