Sutton Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Sutton Wealth Advisors’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	$4.67K	Hold	12	–	–	﹤0.01%	595
2023 Q2	$4.68K	Hold	12	–	–	﹤0.01%	583
2023 Q1	$4.03K	Sell	12 -7	-37%	-$2.32K	﹤0.01%	548
2022 Q4	$5.53K	Hold	19	–	–	﹤0.01%	1085
2022 Q3	$4.6K	Sell	19 -8	-30%	-$2.17K	﹤0.01%	1087
2022 Q2	$6.64K	Buy	27 +16	+145%	+$4.28K	﹤0.01%	1012
2022 Q1	$3.12K	Hold	11	–	–	﹤0.01%	1142
2021 Q4	$3.5K	Buy	11 +1	+10%	+$309	﹤0.01%	1125
2021 Q3	$2.8K	Buy	10 +1	+11%	+$298	﹤0.01%	1129
2021 Q2	$2.76K	Hold	9	–	–	﹤0.01%	1128
2021 Q1	$2.84K	Sell	9 -4	-31%	-$1.16K	﹤0.01%	1095
2020 Q4	$3.54K	Buy	13 +4	+44%	+$991	﹤0.01%	1032
2020 Q3	$1.82K	Hold	9	–	–	﹤0.01%	1081
2020 Q2	$1.65K	Sell	9 -6	-40%	-$968	﹤0.01%	1078
2020 Q1	$1.95K	Buy	15 +3	+25%	+$543	﹤0.01%	1038
2019 Q4	$2.47K	Hold	12	–	–	﹤0.01%	1030
2019 Q3	$2.17K	Hold	12	–	–	﹤0.01%	1048
2019 Q2	$2.04K	Hold	12	–	–	﹤0.01%	1049
2019 Q1	$2.06K	Hold	12	–	–	﹤0.01%	1046
2018 Q4	$1.79K	Sell	12 -6	-33%	-$971	﹤0.01%	1000
2018 Q3	$3.31K	Buy	18 +6	+50%	+$1.03K	﹤0.01%	952
2018 Q2	$1.87K	Hold	12	–	–	﹤0.01%	1017
2018 Q1	$2.05K	Hold	12	–	–	﹤0.01%	1004
2017 Q4	$2.4K	Hold	12	–	–	﹤0.01%	956
2017 Q3	$2.1K	Hold	12	–	–	﹤0.01%	947
2017 Q2	$1.92K	Buy	12 +6	+100%	+$951	﹤0.01%	957
2017 Q1	$962	Hold	6	–	–	﹤0.01%	978
2016 Q4	$840	Hold	6	–	–	﹤0.01%	977
2016 Q3	$753	Hold	6	–	–	﹤0.01%	973
2016 Q2	$648	Hold	6	–	–	﹤0.01%	951
2016 Q1	$666	Buy	+6	New	+$603	﹤0.01%	945

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

Sutton Wealth Advisors's PH Position: Q3 2023 in Review

Sutton Wealth Advisors held its Parker-Hannifin (PH) position steady in Q3 2023 at 12 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Sutton Wealth Advisors first reported a position in PH in Q1 2016 and has held it in 31 quarters since. The position peaked at $6.64K in Q2 2022. 1,179 funds tracked by Wall St. Rank hold PH as of Q3 2023.

Sutton Wealth Advisors held 12 shares of Parker-Hannifin worth $4.67K as of Q3 2023.
Sutton Wealth Advisors left its Parker-Hannifin share count unchanged in Q3 2023.
Parker-Hannifin made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #595 holding.
Sutton Wealth Advisors first reported a position in Parker-Hannifin in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Parker-Hannifin position peaked at $6.64K in Q2 2022.
1,179 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.