Sun Life Financial’s Parker-Hannifin PH Stock Holding History

Sun Life Financial’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
2021 Q2	–	Sell	-76	Closed	-$24K	–	388
2021 Q1	$24K	Hold	76	–	–	﹤0.01%	241
2020 Q4	$21K	Sell	76 -1	-1%	-$248	﹤0.01%	246
2020 Q3	$16K	Buy	77 +1	+1%	+$197	﹤0.01%	272
2020 Q2	$14K	Hold	76	–	–	﹤0.01%	256
2020 Q1	$10K	Hold	76	–	–	﹤0.01%	268
2019 Q4	$16K	Sell	76 -28	-27%	-$5.42K	﹤0.01%	244
2019 Q3	$19K	Hold	104	–	–	﹤0.01%	407
2019 Q2	$18K	Sell	104 -116	-53%	-$20K	﹤0.01%	410
2019 Q1	$38K	Sell	220 -146	-40%	-$24.2K	0.01%	388
2018 Q4	$55K	Buy	366 +1	+0.3%	+$162	0.01%	377
2018 Q3	$67K	Buy	365 +5	+1%	+$859	0.01%	380
2018 Q2	$56K	Buy	360 +257	+250%	+$43.8K	0.01%	407
2018 Q1	$604	Sell	103 -188	-65%	-$35.6K	0.01%	401
2017 Q4	$58K	Sell	291 -691	-70%	-$128K	0.01%	248
2017 Q3	$172K	Sell	982 -3	-0.3%	-$493	0.02%	251
2017 Q2	$157K	Buy	985 +973	+8,108%	+$154K	0.02%	263
2017 Q1	$72	Buy	+12	New	+$1.82K	﹤0.01%	460

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Life Financial's PH Position: Q2 2021 in Review

Sun Life Financial sold out of Parker-Hannifin (PH) in Q2 2021, closing a stake of 76 shares — an estimated $24K sold.

Sun Life Financial first reported a position in PH in Q1 2017 and held it in 17 quarters. The position peaked at $172K in Q3 2017. 940 funds tracked by Wall St. Rank hold PH as of Q2 2021.

Sun Life Financial reported no remaining Parker-Hannifin position as of Q2 2021 after selling out during the quarter.
Sun Life Financial sold 76 Parker-Hannifin shares in Q2 2021, an estimated $24K.
Sun Life Financial first reported a position in Parker-Hannifin in Q1 2017 and held it in 17 quarters.
Sun Life Financial's Parker-Hannifin position peaked at $172K in Q3 2017.
940 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.