ZIG
PH icon

Zullo Investment Group’s Parker-Hannifin PH Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-364
Closed -$106K – 541
2022
Q4 		$106K Hold
364
– – 0.06% 196
2022
Q3 		$88K Buy
364
+22
+6% +$5.95K 0.06% 210
2022
Q2 		$84K Buy
342
+25
+8% +$6.69K 0.05% 221
2022
Q1 		$90K Buy
317
+156
+97% +$47K 0.05% 236
2021
Q4 		$51K Buy
+161
New +$49.8K 0.03% 305

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Zullo Investment Group's PH Position: Q1 2023 in Review

Zullo Investment Group sold out of Parker-Hannifin (PH) in Q1 2023, closing a stake of 364 shares — an estimated $106K sold.

Zullo Investment Group first reported a position in PH in Q4 2021 and held it in 5 quarters. The position peaked at $106K in Q4 2022. 1,082 funds tracked by Wall St. Rank hold PH as of Q1 2023.

  • Zullo Investment Group reported no remaining Parker-Hannifin position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 364 Parker-Hannifin shares in Q1 2023, an estimated $106K.
  • Zullo Investment Group first reported a position in Parker-Hannifin in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Parker-Hannifin position peaked at $106K in Q4 2022.
  • 1,082 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.