Arlington Partners’s Parker-Hannifin PH Stock Holding History

Arlington Partners’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	-588	Closed	-$229K	–	354
2023 Q3	$229K	Sell	588 -492	-46%	-$198K	0.09%	78
2023 Q2	$421K	Buy	1,080 +426	+65%	+$144K	0.07%	98
2023 Q1	$220K	Buy	654 +555	+561%	+$184K	0.03%	125
2022 Q4	$28.8K	Buy	+99	New	+$28.3K	﹤0.01%	268
2021 Q4	–	Sell	-246	Closed	-$69K	–	697
2021 Q3	$69K	Buy	+246	New	+$73.2K	0.02%	217
2021 Q2	–	Sell	-98	Closed	-$31K	–	368
2021 Q1	$31K	Hold	98	–	–	0.01%	278
2020 Q4	$27K	Buy	+98	New	+$24.3K	0.01%	133

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Arlington Partners's PH Position: Q4 2023 in Review

Arlington Partners sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 588 shares — an estimated $229K sold.

Arlington Partners first reported a position in PH in Q4 2020 and held it in 7 quarters. The position peaked at $421K in Q2 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

Arlington Partners reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 588 Parker-Hannifin shares in Q4 2023, an estimated $229K.
Arlington Partners first reported a position in Parker-Hannifin in Q4 2020 and held it in 7 quarters.
Arlington Partners's Parker-Hannifin position peaked at $421K in Q2 2023.
1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.