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Brainard Capital Management’s Parker-Hannifin PH Stock Holding History

Brainard Capital 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
Q1 		– Sell
-726
Closed -$211K – 110
2022
Q4 		$211K Buy
+726
New +$208K 0.18% 90

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Brainard Capital Management's PH Position: Q1 2023 in Review

Brainard Capital Management sold out of Parker-Hannifin (PH) in Q1 2023, closing a stake of 726 shares — an estimated $211K sold.

Brainard Capital Management first reported a position in PH in Q4 2022 and held it in 1 quarter. The position peaked at $211K in Q4 2022. 1,083 funds tracked by Wall St. Rank hold PH as of Q1 2023.

  • Brainard Capital Management reported no remaining Parker-Hannifin position as of Q1 2023 after selling out during the quarter.
  • Brainard Capital Management sold 726 Parker-Hannifin shares in Q1 2023, an estimated $211K.
  • Brainard Capital Management first reported a position in Parker-Hannifin in Q4 2022 and held it in 1 quarter.
  • Brainard Capital Management's Parker-Hannifin position peaked at $211K in Q4 2022.
  • 1,083 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.