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Successful Portfolios’s Parker-Hannifin PH Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-982
Closed -$330K – 179
2023
Q1 		$330K Sell
982
-83
-8% -$27.5K 0.21% 123
2022
Q4 		$310K Sell
1,065
-45
-4% -$12.9K 0.2% 129
2022
Q3 		$269K Sell
1,110
-32
-3% -$8.66K 0.2% 139
2022
Q2 		$281K Sell
1,142
-59
-5% -$15.8K 0.19% 136
2022
Q1 		$341K Buy
1,201
+37
+3% +$11.2K 0.19% 130
2021
Q4 		$370K Sell
1,164
-8
-0.7% -$2.48K 0.2% 124
2021
Q3 		$328K Buy
1,172
+11
+0.9% +$3.27K 0.2% 129
2021
Q2 		$356K Buy
1,161
+27
+2% +$8.36K 0.22% 122
2021
Q1 		$358K Sell
1,134
-24
-2% -$6.93K 0.24% 110
2020
Q4 		$315K Sell
1,158
-59
-5% -$14.6K 0.23% 116
2020
Q3 		$246K Sell
1,217
-73
-6% -$14.4K 0.2% 134
2020
Q2 		$236K Buy
+1,290
New +$208K 0.21% 131
2020
Q1 		– Sell
-1,140
Closed -$235K – 164
2019
Q4 		$235K Sell
1,140
-41
-3% -$7.94K 0.21% 130
2019
Q3 		$213K Buy
+1,181
New +$201K 0.2% 136

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Successful Portfolios's PH Position: Q2 2023 in Review

Successful Portfolios sold out of Parker-Hannifin (PH) in Q2 2023, closing a stake of 982 shares — an estimated $330K sold.

Successful Portfolios first reported a position in PH in Q3 2019 and held it in 14 quarters. The position peaked at $370K in Q4 2021. 1,140 funds tracked by Wall St. Rank hold PH as of Q2 2023.

  • Successful Portfolios reported no remaining Parker-Hannifin position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 982 Parker-Hannifin shares in Q2 2023, an estimated $330K.
  • Successful Portfolios first reported a position in Parker-Hannifin in Q3 2019 and held it in 14 quarters.
  • Successful Portfolios's Parker-Hannifin position peaked at $370K in Q4 2021.
  • 1,140 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.