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Wealthspire Advisors (Maryland)’s Parker-Hannifin PH Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$361K Buy
1,786
+174
+11% +$34.2K 0.01% 320
2020
Q2 		$295K Buy
1,612
+56
+4% +$9.04K 0.02% 343
2020
Q1 		$202K Sell
1,556
-63
-4% -$11.4K 0.02% 392
2019
Q4 		$333K Buy
1,619
+73
+5% +$14.1K 0.02% 351
2019
Q3 		$279K Buy
1,546
+4
+0.3% +$680 0.02% 361
2019
Q2 		$262K Buy
1,542
+65
+4% +$11.2K 0.02% 382
2019
Q1 		$253K Buy
1,477
+23
+2% +$3.81K 0.02% 396
2018
Q4 		$217K Buy
1,454
+88
+6% +$14.2K 0.02% 384
2018
Q3 		$251K Sell
1,366
-103
-7% -$17.7K 0.02% 402
2018
Q2 		$229K Buy
1,469
+22
+2% +$3.75K 0.02% 425
2018
Q1 		$247K Sell
1,447
-95
-6% -$18K 0.02% 408
2017
Q4 		$308K Buy
1,542
+198
+15% +$36.8K 0.03% 362
2017
Q3 		$235K Buy
1,344
+38
+3% +$6.24K 0.03% 426
2017
Q2 		$209K Buy
1,306
+15
+1% +$2.38K 0.02% 439
2017
Q1 		$207K Buy
1,291
+62
+5% +$9.41K 0.03% 380
2016
Q4 		$172K Buy
1,229
+74
+6% +$9.84K 0.03% 416
2016
Q3 		$145K Buy
1,155
+812
+237% +$96.8K 0.02% 482
2016
Q2 		$37K Buy
343
+26
+8% +$2.92K 0.01% 810
2016
Q1 		$35K Sell
317
-15
-5% -$1.51K 0.01% 793
2015
Q4 		$32K Buy
+332
New +$33.6K 0.01% 826

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Parker-Hannifin (PH) stake by 11% in Q3 2020, buying an estimated $34.2K and bringing the position to 1,786 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #320.

Wealthspire Advisors (Maryland) first reported a position in PH in Q4 2015 and has held it in 20 quarters since. 793 funds tracked by Wall St. Rank hold PH as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,786 shares of Parker-Hannifin worth $361K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 174 Parker-Hannifin shares in Q3 2020, an estimated $34.2K.
  • Parker-Hannifin made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #320 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Parker-Hannifin in Q4 2015 and has held it in 20 quarters since.
  • 793 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.