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Sugarloaf Wealth Management’s Parker-Hannifin PH Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$607K Hold
954
– – 0.11% 80
2024
Q3 		$603K Hold
954
– – 0.11% 80
2024
Q2 		$483K Hold
954
– – 0.1% 88
2024
Q1 		$530K Buy
+954
New +$485K 0.11% 80

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's PH Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Parker-Hannifin (PH) position steady in Q4 2024 at 954 shares worth $607K. The position accounts for 0.11% of the portfolio, ranked #80.

Sugarloaf Wealth Management first reported a position in PH in Q1 2024 and has held it in 4 quarters since. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Sugarloaf Wealth Management held 954 shares of Parker-Hannifin worth $607K as of Q4 2024.
  • Sugarloaf Wealth Management left its Parker-Hannifin share count unchanged in Q4 2024.
  • Parker-Hannifin made up 0.11% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #80 holding.
  • Sugarloaf Wealth Management first reported a position in Parker-Hannifin in Q1 2024 and has held it in 4 quarters since.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.