Swaine & Leidel Wealth Services’s Parker-Hannifin PH Stock Holding History

Swaine & Leidel Wealth Services’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	–	Sell	-9,667	Closed	-$1.96M	–	64
2020 Q3	$1.96M	Sell	9,667 -47	-0.5%	-$9.25K	1.91%	28
2020 Q2	$1.78M	Buy	+9,714	New	+$1.57M	1.81%	28

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

Swaine & Leidel Wealth Services's PH Position: Q4 2020 in Review

Swaine & Leidel Wealth Services sold out of Parker-Hannifin (PH) in Q4 2020, closing a stake of 9,667 shares — an estimated $1.96M sold.

Swaine & Leidel Wealth Services first reported a position in PH in Q2 2020 and held it in 2 quarters. The position peaked at $1.96M in Q3 2020. 901 funds tracked by Wall St. Rank hold PH as of Q4 2020.

Swaine & Leidel Wealth Services reported no remaining Parker-Hannifin position as of Q4 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 9,667 Parker-Hannifin shares in Q4 2020, an estimated $1.96M.
Swaine & Leidel Wealth Services first reported a position in Parker-Hannifin in Q2 2020 and held it in 2 quarters.
Swaine & Leidel Wealth Services's Parker-Hannifin position peaked at $1.96M in Q3 2020.
901 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2020, filed 16 Feb 2021.