Surevest’s Parker-Hannifin PH Stock Holding History

Surevest’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
2022 Q3	$19K	Sell	79 -97	-55%	-$26.3K	0.01%	245
2022 Q2	$43K	Buy	+176	New	+$47.1K	0.01%	211

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Surevest's PH Position: Q3 2022 in Review

Surevest reduced its Parker-Hannifin (PH) stake by 55% in Q3 2022, selling an estimated $26.3K and leaving 79 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #245.

Surevest first reported a position in PH in Q2 2022 and has held it in 2 quarters since. The position peaked at $43K in Q2 2022. 960 funds tracked by Wall St. Rank hold PH as of Q3 2022.

Surevest held 79 shares of Parker-Hannifin worth $19K as of Q3 2022.
Surevest sold 97 Parker-Hannifin shares in Q3 2022, an estimated $26.3K.
Parker-Hannifin made up 0.01% of Surevest's portfolio in Q3 2022, its #245 holding.
Surevest first reported a position in Parker-Hannifin in Q2 2022 and has held it in 2 quarters since.
Surevest's Parker-Hannifin position peaked at $43K in Q2 2022.
960 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.