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Ulland Investment Advisors’s Parker-Hannifin PH Stock Holding History

Ulland Investment Advisors’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
Q2 		– Sell
-4
Closed -$2K – 233
2024
Q1 		$2K Buy
+4
New +$2.03K ﹤0.01% 214

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ulland Investment Advisors's PH Position: Q2 2024 in Review

Ulland Investment Advisors sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 4 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in PH in Q1 2024 and held it in 1 quarter. The position peaked at $2K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Ulland Investment Advisors reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 4 Parker-Hannifin shares in Q2 2024, an estimated $2K.
  • Ulland Investment Advisors first reported a position in Parker-Hannifin in Q1 2024 and held it in 1 quarter.
  • Ulland Investment Advisors's Parker-Hannifin position peaked at $2K in Q1 2024.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Ulland Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.