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Strategic Planning Group’s Parker-Hannifin PH Stock Holding History

Strategic Planning 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
2024
Q2 		– Sell
-1,290
Closed -$717K – 99
2024
Q1 		$717K Buy
1,290
+154
+14% +$78.2K 0.18% 100
2023
Q4 		$523K Buy
+1,136
New +$473K 0.17% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Planning Group's PH Position: Q2 2024 in Review

Strategic Planning Group sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 1,290 shares — an estimated $717K sold.

Strategic Planning Group first reported a position in PH in Q4 2023 and held it in 2 quarters. The position peaked at $717K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Strategic Planning Group reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 1,290 Parker-Hannifin shares in Q2 2024, an estimated $717K.
  • Strategic Planning Group first reported a position in Parker-Hannifin in Q4 2023 and held it in 2 quarters.
  • Strategic Planning Group's Parker-Hannifin position peaked at $717K in Q1 2024.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.