Wilbanks Smith & Thomas Asset Management’s Parker-Hannifin PH Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$2.02M	Buy	3,640 +3	+0.1%	+$1.52K	0.06%	166
2023 Q4	$1.68M	Hold	3,637	–	–	0.05%	176
2023 Q3	$1.42M	Buy	3,637 +25	+0.7%	+$10K	0.05%	194
2023 Q2	$1.41M	Sell	3,612 -26	-0.7%	-$8.8K	0.05%	192
2023 Q1	$1.22M	Buy	3,638 +250	+7%	+$82.8K	0.04%	196
2022 Q4	$986K	Hold	3,388	–	–	0.04%	218
2022 Q3	$821K	Hold	3,388	–	–	0.04%	237
2022 Q2	$834K	Buy	3,388 +25	+0.7%	+$6.69K	0.04%	238
2022 Q1	$930K	Sell	3,363 -889	-21%	-$268K	0.04%	223
2021 Q4	$1.35M	Hold	4,252	–	–	0.05%	203
2021 Q3	$1.19M	Hold	4,252	–	–	0.05%	205
2021 Q2	$1.31M	Hold	4,252	–	–	0.05%	199
2021 Q1	$1.34M	Buy	4,252 +332	+8%	+$95.8K	0.06%	185
2020 Q4	$1.07M	Hold	3,920	–	–	0.05%	188
2020 Q3	$793K	Hold	3,920	–	–	0.04%	194
2020 Q2	$718K	Buy	3,920 +889	+29%	+$143K	0.04%	194
2020 Q1	$393K	Hold	3,031	–	–	0.03%	247
2019 Q4	$624K	Hold	3,031	–	–	0.04%	221
2019 Q3	$547K	Hold	3,031	–	–	0.03%	216
2019 Q2	$515K	Hold	3,031	–	–	0.03%	229
2019 Q1	$520K	Hold	3,031	–	–	0.03%	227
2018 Q4	$452K	Sell	3,031 -50	-2%	-$8.09K	0.03%	213
2018 Q3	$567K	Buy	3,081 +50	+2%	+$8.59K	0.03%	221
2018 Q2	$472K	Hold	3,031	–	–	0.04%	206
2018 Q1	$518K	Hold	3,031	–	–	0.04%	187
2017 Q4	$605K	Hold	3,031	–	–	0.05%	177
2017 Q3	$530K	Hold	3,031	–	–	0.04%	189
2017 Q2	$484K	Hold	3,031	–	–	0.04%	184
2017 Q1	$486K	Hold	3,031	–	–	0.04%	178
2016 Q4	$424K	Hold	3,031	–	–	0.04%	179
2016 Q3	$380K	Hold	3,031	–	–	0.04%	190
2016 Q2	$327K	Hold	3,031	–	–	0.03%	209
2016 Q1	$337K	Hold	3,031	–	–	0.04%	205
2015 Q4	$294K	Hold	3,031	–	–	0.03%	204
2015 Q3	$295K	Sell	3,031 -108	-3%	-$11.7K	0.04%	201
2015 Q2	$365K	Hold	3,139	–	–	0.04%	213
2015 Q1	$373K	Hold	3,139	–	–	0.04%	203
2014 Q4	$405K	Sell	3,139 -50	-2%	-$6.13K	0.04%	198
2014 Q3	$364K	Sell	3,189 -13	-0.4%	-$1.53K	0.04%	194
2014 Q2	$403K	Hold	3,202	–	–	0.04%	188
2014 Q1	$383K	Sell	3,202 -500	-14%	-$60K	0.04%	196
2013 Q4	$476K	Hold	3,702	–	–	0.06%	179
2013 Q3	$402K	Buy	3,702 +500	+16%	+$51.5K	0.05%	182
2013 Q2	$305K	Buy	+3,202	New	+$300K	0.05%	194

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PH Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Parker-Hannifin (PH) stake by 0.08% in Q1 2024, buying an estimated $1.52K and bringing the position to 3,640 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #166.

Wilbanks Smith & Thomas Asset Management first reported a position in PH in Q2 2013 and has held it in 44 quarters since. 1,419 funds tracked by Wall St. Rank hold PH as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,640 shares of Parker-Hannifin worth $2.02M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 3 Parker-Hannifin shares in Q1 2024, an estimated $1.52K.
Parker-Hannifin made up 0.06% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #166 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Parker-Hannifin in Q2 2013 and has held it in 44 quarters since.
1,419 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.