ZWJ Investment Counsel’s Parker-Hannifin PH Stock Holding History

ZWJ Investment Counsel’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	-600	Closed	-$379K	–	242
2024 Q3	$379K	Hold	600	–	–	0.02%	172
2024 Q2	$303K	Hold	600	–	–	0.01%	182
2024 Q1	$333K	Hold	600	–	–	0.02%	183
2023 Q4	$276K	Sell	600 -400	-40%	-$167K	0.01%	168
2023 Q3	$390K	Buy	1,000 +400	+67%	+$161K	0.02%	144
2023 Q2	$234K	Hold	600	–	–	0.01%	172
2023 Q1	$202K	Buy	+600	New	+$199K	0.01%	181
2017 Q2	–	Sell	-1,394	Closed	-$223K	–	316
2017 Q1	$223K	Buy	+1,394	New	+$212K	0.02%	293

Other funds holding PH

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ZWJ Investment Counsel's PH Position: Q4 2024 in Review

ZWJ Investment Counsel sold out of Parker-Hannifin (PH) in Q4 2024, closing a stake of 600 shares — an estimated $379K sold.

ZWJ Investment Counsel first reported a position in PH in Q1 2017 and held it in 8 quarters. The position peaked at $390K in Q3 2023. 1,634 funds tracked by Wall St. Rank hold PH as of Q4 2024.

ZWJ Investment Counsel reported no remaining Parker-Hannifin position as of Q4 2024 after selling out during the quarter.
ZWJ Investment Counsel sold 600 Parker-Hannifin shares in Q4 2024, an estimated $379K.
ZWJ Investment Counsel first reported a position in Parker-Hannifin in Q1 2017 and held it in 8 quarters.
ZWJ Investment Counsel's Parker-Hannifin position peaked at $390K in Q3 2023.
1,634 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2024.

Based on ZWJ Investment Counsel's 13F filing for Q4 2024, filed 16 Jan 2025.