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

SVA 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
2020 Q4	$3.98M	Sell	14,625 -853	-6%	-$211K	0.35%	59
2020 Q3	$3.13M	Buy	15,478 +460	+3%	+$90.5K	0.31%	68
2020 Q2	$2.75M	Buy	15,018 +789	+6%	+$127K	0.29%	69
2020 Q1	$1.85M	Buy	14,229 +11,187	+368%	+$2.02M	0.21%	83
2019 Q4	$626K	Buy	+3,042	New	+$589K	0.06%	137
2019 Q2	–	Sell	-1,739	Closed	-$298K	–	215
2019 Q1	$298K	Sell	1,739 -7	-0.4%	-$1.16K	0.03%	184
2018 Q4	$260K	Hold	1,746	–	–	0.03%	187
2018 Q3	$321K	Sell	1,746 -6	-0.3%	-$1.03K	0.03%	181
2018 Q2	$273K	Sell	1,752 -60	-3%	-$10.2K	0.03%	187
2018 Q1	$317K	Buy	1,812 +73	+4%	+$13.8K	0.04%	176
2017 Q4	$347K	Sell	1,739 -73	-4%	-$13.6K	0.04%	167
2017 Q3	$317K	Hold	1,812	–	–	0.04%	176
2017 Q2	$290K	Hold	1,812	–	–	0.04%	168
2017 Q1	$290K	Hold	1,812	–	–	0.04%	164
2016 Q4	$254K	Hold	1,812	–	–	0.04%	177
2016 Q3	$227K	Buy	+1,812	New	+$216K	0.04%	183

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

SVA Wealth Management's PH Position: Q4 2020 in Review

SVA Wealth Management reduced its Parker-Hannifin (PH) stake by 5.5% in Q4 2020, selling an estimated $211K and leaving 14,625 shares worth $3.98M. The position accounts for 0.35% of the portfolio, ranked #59.

SVA Wealth Management first reported a position in PH in Q3 2016 and has held it in 16 quarters since. 901 funds tracked by Wall St. Rank hold PH as of Q4 2020.

SVA Wealth Management held 14,625 shares of Parker-Hannifin worth $3.98M as of Q4 2020.
SVA Wealth Management sold 853 Parker-Hannifin shares in Q4 2020, an estimated $211K.
Parker-Hannifin made up 0.35% of SVA Wealth Management's portfolio in Q4 2020, its #59 holding.
SVA Wealth Management first reported a position in Parker-Hannifin in Q3 2016 and has held it in 16 quarters since.
901 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.