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Wealthfront’s Parker-Hannifin PH Stock Holding History

Wealthfront’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
2018
Q3 		$392K Buy
2,132
+28
+1% +$4.81K ﹤0.01% 410
2018
Q2 		$328K Sell
2,104
-342
-14% -$58.3K ﹤0.01% 422
2018
Q1 		$418K Sell
2,446
-93
-4% -$17.6K ﹤0.01% 399
2017
Q4 		$507K Buy
2,539
+90
+4% +$16.7K 0.01% 358
2017
Q3 		$429K Sell
2,449
-375
-13% -$61.6K 0.01% 359
2017
Q2 		$451K Buy
2,824
+216
+8% +$34.2K 0.01% 294
2017
Q1 		$418K Buy
2,608
+572
+28% +$86.8K 0.01% 265
2016
Q4 		$285K Buy
2,036
+186
+10% +$24.7K 0.01% 300
2016
Q3 		$232K Buy
+1,850
New +$220K 0.01% 335
2015
Q4 		– Sell
-1,028
Closed -$100K – 838
2015
Q3 		$100K Sell
1,028
-98
-9% -$10.6K ﹤0.01% 411
2015
Q2 		$131K Buy
1,126
+169
+18% +$20.4K 0.01% 355
2015
Q1 		$114K Sell
957
-47
-5% -$5.7K 0.01% 360
2014
Q4 		$129K Buy
1,004
+367
+58% +$45K 0.01% 313
2014
Q3 		$73K Sell
637
-285
-31% -$33.6K 0.01% 345
2014
Q2 		$117K Buy
922
+471
+104% +$58.7K 0.01% 188
2014
Q1 		$55K Buy
+451
New +$54.1K 0.01% 241

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wealthfront's PH Position: Q3 2018 in Review

Wealthfront increased its Parker-Hannifin (PH) stake by 1.3% in Q3 2018, buying an estimated $4.81K and bringing the position to 2,132 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Wealthfront first reported a position in PH in Q1 2014 and has held it in 16 quarters since. The position peaked at $507K in Q4 2017. 701 funds tracked by Wall St. Rank hold PH as of Q3 2018.

  • Wealthfront held 2,132 shares of Parker-Hannifin worth $392K as of Q3 2018.
  • Wealthfront bought 28 Parker-Hannifin shares in Q3 2018, an estimated $4.81K.
  • Parker-Hannifin made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #410 holding.
  • Wealthfront first reported a position in Parker-Hannifin in Q1 2014 and has held it in 16 quarters since.
  • Wealthfront's Parker-Hannifin position peaked at $507K in Q4 2017.
  • 701 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.