Advisory Research’s Parker-Hannifin PH Stock Holding History

Advisory Research’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
2018 Q2	–	Sell	-2,581	Closed	-$441K	–	387
2018 Q1	$441K	Buy	2,581 +200	+8%	+$37.9K	0.01%	320
2017 Q4	$475K	Buy	+2,381	New	+$443K	0.01%	339
2014 Q2	–	Sell	-572	Closed	-$68K	–	589
2014 Q1	$68K	Buy	+572	New	+$68.6K	﹤0.01%	626

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advisory Research's PH Position: Q2 2018 in Review

Advisory Research sold out of Parker-Hannifin (PH) in Q2 2018, closing a stake of 2,581 shares — an estimated $441K sold.

Advisory Research first reported a position in PH in Q1 2014 and held it in 3 quarters. The position peaked at $475K in Q4 2017. 677 funds tracked by Wall St. Rank hold PH as of Q2 2018.

Advisory Research reported no remaining Parker-Hannifin position as of Q2 2018 after selling out during the quarter.
Advisory Research sold 2,581 Parker-Hannifin shares in Q2 2018, an estimated $441K.
Advisory Research first reported a position in Parker-Hannifin in Q1 2014 and held it in 3 quarters.
Advisory Research's Parker-Hannifin position peaked at $475K in Q4 2017.
677 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2018.

Based on Advisory Research's 13F filing for Q2 2018, filed 14 Aug 2018.