Steward Financial Group’s Parker-Hannifin PH Stock Holding History

Steward Financial Group’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 Q3	$20K	Hold	52	–	–	0.01%	253
2023 Q2	$20K	Buy	+52	New	+$17.6K	0.01%	248
2022 Q3	–	Sell	-24	Closed	-$5K	–	978
2022 Q2	$5K	Buy	+24	New	+$6.42K	﹤0.01%	344

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's PH Position: Q3 2023 in Review

Steward Financial Group held its Parker-Hannifin (PH) position steady in Q3 2023 at 52 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #253.

Steward Financial Group first reported a position in PH in Q2 2022 and has held it in 3 quarters since. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

Steward Financial Group held 52 shares of Parker-Hannifin worth $20K as of Q3 2023.
Steward Financial Group left its Parker-Hannifin share count unchanged in Q3 2023.
Parker-Hannifin made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #253 holding.
Steward Financial Group first reported a position in Parker-Hannifin in Q2 2022 and has held it in 3 quarters since.
1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.