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Western Pacific Wealth Management’s Parker-Hannifin PH Stock Holding History

Western Pacific Wealth Management’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
2023
Q4 		– Sell
-237
Closed -$92.3K – 270
2023
Q3 		$92.3K Buy
237
+25
+12% +$10K 0.08% 84
2023
Q2 		$82.7K Hold
212
– – 0.06% 96
2023
Q1 		$71.3K Sell
212
-228
-52% -$75.5K 0.05% 106
2022
Q4 		$128K Buy
440
+293
+199% +$83.9K 0.11% 60
2022
Q3 		$35K Buy
+147
New +$39.8K 0.03% 130

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Pacific Wealth Management's PH Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 237 shares — an estimated $92.3K sold.

Western Pacific Wealth Management first reported a position in PH in Q3 2022 and held it in 5 quarters. The position peaked at $128K in Q4 2022. 1,302 funds tracked by Wall St. Rank hold PH as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 237 Parker-Hannifin shares in Q4 2023, an estimated $92.3K.
  • Western Pacific Wealth Management first reported a position in Parker-Hannifin in Q3 2022 and held it in 5 quarters.
  • Western Pacific Wealth Management's Parker-Hannifin position peaked at $128K in Q4 2022.
  • 1,302 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.