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Zimmermann Investment Management & Planning’s Parker-Hannifin PH Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-499
Closed -$315K – 95
2024
Q3 		$315K Buy
499
+40
+9% +$22.7K 0.1% 109
2024
Q2 		$232K Buy
459
+24
+6% +$12.9K 0.08% 120
2024
Q1 		$242K Buy
+435
New +$221K 0.09% 118

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zimmermann Investment Management & Planning's PH Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 499 shares — an estimated $315K sold.

Zimmermann Investment Management & Planning first reported a position in PH in Q1 2024 and held it in 3 quarters. The position peaked at $315K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 499 Parker-Hannifin shares in Q4 2024, an estimated $315K.
  • Zimmermann Investment Management & Planning first reported a position in Parker-Hannifin in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Parker-Hannifin position peaked at $315K in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.