TrueWealth LLC’s Parker-Hannifin PH Stock Holding History

TrueWealth LLC’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 Q2	$27K	Hold	150	–	–	0.01%	347
2020 Q1	$19K	Hold	150	–	–	0.01%	370
2019 Q4	$31K	Hold	150	–	–	0.01%	324
2019 Q3	$27K	Hold	150	–	–	0.01%	337
2019 Q2	$26K	Hold	150	–	–	0.01%	341
2019 Q1	$26K	Hold	150	–	–	0.01%	340
2018 Q4	$22K	Sell	150 -81	-35%	-$13.1K	0.01%	349
2018 Q3	$42K	Hold	231	–	–	0.02%	289
2018 Q2	$36K	Hold	231	–	–	0.02%	305
2018 Q1	$40K	Hold	231	–	–	0.02%	283
2017 Q4	$46K	Buy	+231	New	+$42.9K	0.02%	294

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TrueWealth LLC's PH Position: Q2 2020 in Review

TrueWealth LLC held its Parker-Hannifin (PH) position steady in Q2 2020 at 150 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #347.

TrueWealth LLC first reported a position in PH in Q4 2017 and has held it in 11 quarters since. The position peaked at $46K in Q4 2017. 740 funds tracked by Wall St. Rank hold PH as of Q2 2020.

TrueWealth LLC held 150 shares of Parker-Hannifin worth $27K as of Q2 2020.
TrueWealth LLC left its Parker-Hannifin share count unchanged in Q2 2020.
Parker-Hannifin made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #347 holding.
TrueWealth LLC first reported a position in Parker-Hannifin in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Parker-Hannifin position peaked at $46K in Q4 2017.
740 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.