Claar Advisors’s Parker-Hannifin PH Stock Holding History

Claar Advisors’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
2024 Q3	–	Sell	-8,997	Closed	-$4.55M	–	24
2024 Q2	$4.55M	Sell	8,997 -3,900	-30%	-$2.09M	1.46%	19
2024 Q1	$7.17M	Sell	12,897 -3,770	-23%	-$1.92M	2.31%	17
2023 Q4	$7.68M	Hold	16,667	–	–	2.73%	14
2023 Q3	$6.49M	Hold	16,667	–	–	2.57%	15
2023 Q2	$6.5M	Hold	16,667	–	–	2.46%	16
2023 Q1	$5.6M	Hold	16,667	–	–	2.28%	17
2022 Q4	$4.85M	Hold	16,667	–	–	2.13%	18
2022 Q3	$4.04M	Hold	16,667	–	–	1.71%	21
2022 Q2	$4.1M	Hold	16,667	–	–	1.61%	21
2022 Q1	$4.73M	Hold	16,667	–	–	1.39%	25
2021 Q4	$5.3M	Hold	16,667	–	–	1.52%	23
2021 Q3	$4.66M	Hold	16,667	–	–	1.38%	26
2021 Q2	$5.12M	Buy	+16,667	New	+$5.16M	1.53%	23

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Claar Advisors's PH Position: Q3 2024 in Review

Claar Advisors sold out of Parker-Hannifin (PH) in Q3 2024, closing a stake of 8,997 shares — an estimated $4.55M sold.

Claar Advisors first reported a position in PH in Q2 2021 and held it in 13 quarters. The position peaked at $7.68M in Q4 2023. 1,522 funds tracked by Wall St. Rank hold PH as of Q3 2024.

Claar Advisors reported no remaining Parker-Hannifin position as of Q3 2024 after selling out during the quarter.
Claar Advisors sold 8,997 Parker-Hannifin shares in Q3 2024, an estimated $4.55M.
Claar Advisors first reported a position in Parker-Hannifin in Q2 2021 and held it in 13 quarters.
Claar Advisors's Parker-Hannifin position peaked at $7.68M in Q4 2023.
1,522 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2024.

Based on Claar Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.