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tru Independence’s Parker-Hannifin PH Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-44
Closed -$12 – 597
2020
Q4 		$12 Buy
44
+4
+10% +$991 ﹤0.01% 569
2020
Q3 		$8K Hold
40
– – ﹤0.01% 288
2020
Q2 		$7 Hold
40
– – ﹤0.01% 658
2020
Q1 		$5 Hold
40
– – ﹤0.01% 538
2019
Q4 		$5K Buy
+40
New +$7.75K ﹤0.01% 686

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

tru Independence's PH Position: Q1 2021 in Review

tru Independence sold out of Parker-Hannifin (PH) in Q1 2021, closing a stake of 44 shares — an estimated $12 sold.

tru Independence first reported a position in PH in Q4 2019 and held it in 5 quarters. The position peaked at $8K in Q3 2020. 925 funds tracked by Wall St. Rank hold PH as of Q1 2021.

  • tru Independence reported no remaining Parker-Hannifin position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 44 Parker-Hannifin shares in Q1 2021, an estimated $12.
  • tru Independence first reported a position in Parker-Hannifin in Q4 2019 and held it in 5 quarters.
  • tru Independence's Parker-Hannifin position peaked at $8K in Q3 2020.
  • 925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.