The Family Firm’s Parker-Hannifin PH Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-201	Closed	-$102K	–	665
2024 Q2	$102K	Buy	+201	New	+$108K	0.02%	269

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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

The Family Firm's PH Position: Q3 2024 in Review

The Family Firm sold out of Parker-Hannifin (PH) in Q3 2024, closing a stake of 201 shares — an estimated $102K sold.

The Family Firm first reported a position in PH in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

The Family Firm reported no remaining Parker-Hannifin position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 201 Parker-Hannifin shares in Q3 2024, an estimated $102K.
The Family Firm first reported a position in Parker-Hannifin in Q2 2024 and held it in 1 quarter.
The Family Firm's Parker-Hannifin position peaked at $102K in Q2 2024.
1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.