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

Aurora 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
2023 Q4	–	Sell	-2,824	Closed	-$1.1M	–	121
2023 Q3	$1.1M	Sell	2,824 -1,157	-29%	-$465K	0.73%	81
2023 Q2	$1.55M	Sell	3,981 -41	-1%	-$13.9K	1%	40
2023 Q1	$1.35M	Sell	4,022 -40	-1%	-$13.2K	0.88%	61
2022 Q4	$1.18M	Sell	4,062 -42	-1%	-$12K	0.82%	66
2022 Q3	$994K	Buy	4,104 +129	+3%	+$34.9K	0.75%	70
2022 Q2	$978K	Buy	3,975 +7	+0.2%	+$1.87K	0.71%	78
2022 Q1	$1.13M	Sell	3,968 -106	-3%	-$32K	0.72%	81
2021 Q4	$1.3M	Buy	4,074 +35	+0.9%	+$10.8K	0.77%	71
2021 Q3	$1.13M	Buy	4,039 +225	+6%	+$66.9K	0.79%	67
2021 Q2	$1.17M	Buy	+3,814	New	+$1.18M	0.82%	65

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

Aurora Investment Counsel's PH Position: Q4 2023 in Review

Aurora Investment Counsel sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 2,824 shares — an estimated $1.1M sold.

Aurora Investment Counsel first reported a position in PH in Q2 2021 and held it in 10 quarters. The position peaked at $1.55M in Q2 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

Aurora Investment Counsel reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
Aurora Investment Counsel sold 2,824 Parker-Hannifin shares in Q4 2023, an estimated $1.1M.
Aurora Investment Counsel first reported a position in Parker-Hannifin in Q2 2021 and held it in 10 quarters.
Aurora Investment Counsel's Parker-Hannifin position peaked at $1.55M in Q2 2023.
1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Aurora Investment Counsel's 13F filing for Q4 2023, filed 20 Feb 2024.