AWAM
PH icon

Appian Way Asset Management’s Parker-Hannifin PH Stock Holding History

Appian Way 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
2023
Q4 		– Sell
-4,746
Closed -$1.85M – 70
2023
Q3 		$1.85M Buy
+4,746
New +$1.91M 0.44% 44
2020
Q2 		– Sell
-35,114
Closed -$4.55M – 62
2020
Q1 		$4.55M Buy
35,114
+18,086
+106% +$3.27M 3.34% 10
2019
Q4 		$3.5M Buy
+17,028
New +$3.3M 1.69% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appian Way Asset Management's PH Position: Q4 2023 in Review

Appian Way Asset Management sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 4,746 shares — an estimated $1.85M sold.

Appian Way Asset Management first reported a position in PH in Q4 2019 and held it in 3 quarters. The position peaked at $4.55M in Q1 2020. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

  • Appian Way Asset Management reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
  • Appian Way Asset Management sold 4,746 Parker-Hannifin shares in Q4 2023, an estimated $1.85M.
  • Appian Way Asset Management first reported a position in Parker-Hannifin in Q4 2019 and held it in 3 quarters.
  • Appian Way Asset Management's Parker-Hannifin position peaked at $4.55M in Q1 2020.
  • 1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Appian Way Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.