WE
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Wealth Effects’s Parker-Hannifin PH Stock Holding History

Wealth Effects’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
-361
Closed -$201K – 219
2024
Q1 		$201K Buy
+361
New +$183K 0.07% 197
2022
Q3 		– Sell
-836
Closed -$206K – 195
2022
Q2 		$206K Sell
836
-81
-9% -$21.7K 0.12% 162
2022
Q1 		$260K Sell
917
-1
-0.1% -$302 0.12% 155
2021
Q4 		$292K Buy
+918
New +$284K 0.12% 152

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

Wealth Effects's PH Position: Q2 2024 in Review

Wealth Effects sold out of Parker-Hannifin (PH) in Q2 2024, closing a stake of 361 shares — an estimated $201K sold.

Wealth Effects first reported a position in PH in Q4 2021 and held it in 4 quarters. The position peaked at $292K in Q4 2021. 1,439 funds tracked by Wall St. Rank hold PH as of Q2 2024.

  • Wealth Effects reported no remaining Parker-Hannifin position as of Q2 2024 after selling out during the quarter.
  • Wealth Effects sold 361 Parker-Hannifin shares in Q2 2024, an estimated $201K.
  • Wealth Effects first reported a position in Parker-Hannifin in Q4 2021 and held it in 4 quarters.
  • Wealth Effects's Parker-Hannifin position peaked at $292K in Q4 2021.
  • 1,439 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2024.

Based on Wealth Effects's 13F filing for Q2 2024, filed 2 Aug 2024.