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WESPAC Advisors’s Parker-Hannifin PH Stock Holding History

WESPAC 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
Q3 		– Sell
-1,120
Closed -$567K – 162
2024
Q2 		$567K Sell
1,120
-282
-20% -$151K 0.44% 78
2024
Q1 		$779K Sell
1,402
-124
-8% -$63K 0.45% 82
2023
Q4 		$703K Buy
+1,526
New +$635K 0.49% 69

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WESPAC Advisors's PH Position: Q3 2024 in Review

WESPAC Advisors sold out of Parker-Hannifin (PH) in Q3 2024, closing a stake of 1,120 shares — an estimated $567K sold.

WESPAC Advisors first reported a position in PH in Q4 2023 and held it in 3 quarters. The position peaked at $779K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

  • WESPAC Advisors reported no remaining Parker-Hannifin position as of Q3 2024 after selling out during the quarter.
  • WESPAC Advisors sold 1,120 Parker-Hannifin shares in Q3 2024, an estimated $567K.
  • WESPAC Advisors first reported a position in Parker-Hannifin in Q4 2023 and held it in 3 quarters.
  • WESPAC Advisors's Parker-Hannifin position peaked at $779K in Q1 2024.
  • 1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.