TrinityPoint Wealth’s Parker-Hannifin PH Stock Holding History

TrinityPoint Wealth’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 Q4	$214K	Hold	337	–	–	0.03%	311
2024 Q3	$213K	Buy	+337	New	+$191K	0.03%	309

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's PH Position: Q4 2024 in Review

TrinityPoint Wealth held its Parker-Hannifin (PH) position steady in Q4 2024 at 337 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #311.

TrinityPoint Wealth first reported a position in PH in Q3 2024 and has held it in 2 quarters since. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

TrinityPoint Wealth held 337 shares of Parker-Hannifin worth $214K as of Q4 2024.
TrinityPoint Wealth left its Parker-Hannifin share count unchanged in Q4 2024.
Parker-Hannifin made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #311 holding.
TrinityPoint Wealth first reported a position in Parker-Hannifin in Q3 2024 and has held it in 2 quarters since.
1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.