Summit X LLC’s Parker-Hannifin PH Stock Holding History

Summit X LLC’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	–	Sell	-560	Closed	-$218K	–	258
2023 Q2	$218K	Buy	+560	New	+$190K	0.05%	250
2020 Q4	–	Sell	-9	Closed	-$202	–	378
2020 Q3	$202	Buy	+9	New	+$1.77K	﹤0.01%	428

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

Summit X LLC's PH Position: Q3 2023 in Review

Summit X LLC sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 560 shares — an estimated $218K sold.

Summit X LLC first reported a position in PH in Q3 2020 and held it in 2 quarters. The position peaked at $218K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

Summit X LLC reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
Summit X LLC sold 560 Parker-Hannifin shares in Q3 2023, an estimated $218K.
Summit X LLC first reported a position in Parker-Hannifin in Q3 2020 and held it in 2 quarters.
Summit X LLC's Parker-Hannifin position peaked at $218K in Q2 2023.
1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.